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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,487 | $100,203-50.6% | $85,240-41.9% | $145,897-66.1% |
| Participation rate | 86.4% | 74.1%+12.3pp | 67.5%+18.8pp | 80.3%+6.1pp |
| Annual return | 11.79% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $6,116 | $3,242+88.6% | $2,735+123.6% | $4,663+31.2% |
| Participant deferral / active EE | $3,217 | $5,299-39.3% | $4,527-28.9% | $6,689-51.9% |
| Admin fee / account holder | $123 | $7,265-98.3% | $6,165-98.0% | $13,390-99.1% |