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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,939 | $102,422-53.2% | $147,117-67.4% | $80,959-40.8% |
| Participation rate | 86.5% | 75.9%+10.7pp | 82.2%+4.4pp | 67.7%+18.9pp |
| Annual return | 15.32% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,980 | $3,717-19.8% | $4,932-39.6% | $2,757+8.1% |
| Participant deferral / active EE | $8,665 | $6,652+30.3% | $8,065+7.4% | $4,300+101.5% |
| Admin fee / account holder | $203 | $7,953-97.5% | $12,993-98.4% | $6,925-97.1% |