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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,940 | $115,780-59.5% | $101,255-53.6% | $158,931-70.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 16.23% | 56.14%-39.9pp | 46.48%-30.3pp | 302.86%-286.6pp |
| Employer contribution / active EE | $5,624 | $4,175+34.7% | $3,660+53.7% | $4,761+18.1% |
| Participant deferral / active EE | $2,529 | $4,958-49.0% | $4,370-42.1% | $5,982-57.7% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |