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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,939 | $102,393-53.2% | $147,041-67.4% | $80,911-40.8% |
| Participation rate | 86.5% | 75.9%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 15.32% | 134.95%-119.6pp | 419.21%-403.9pp | 35.63%-20.3pp |
| Employer contribution / active EE | $2,980 | $3,715-19.8% | $4,935-39.6% | $2,756+8.1% |
| Participant deferral / active EE | $8,665 | $6,647+30.4% | $8,071+7.4% | $4,297+101.6% |
| Admin fee / account holder | $203 | $7,943-97.4% | $13,006-98.4% | $6,935-97.1% |