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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,382 | $176,402-73.1% | $134,162-64.7% | $158,982-70.2% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 35.47% | 63.66%-28.2pp | 36.35%-0.9pp | 302.99%-267.5pp |
| Employer contribution / active EE | $5,304 | $5,042+5.2% | $3,705+43.2% | $4,763+11.4% |
| Participant deferral / active EE | $12,308 | $4,093+200.7% | $3,500+251.7% | $5,983+105.7% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |