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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,487 | $100,073-50.5% | $85,126-41.9% | $145,877-66.1% |
| Participation rate | 86.4% | 74.1%+12.3pp | 67.5%+18.8pp | 80.3%+6.1pp |
| Annual return | 11.79% | 84.11%-72.3pp | 66.63%-54.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $6,116 | $3,236+89.0% | $2,731+123.9% | $4,663+31.2% |
| Participant deferral / active EE | $3,217 | $5,294-39.2% | $4,523-28.9% | $6,691-51.9% |
| Admin fee / account holder | $123 | $7,261-98.3% | $6,160-98.0% | $13,402-99.1% |