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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,711 | $137,414-60.2% | $189,537-71.1% | $85,847-36.3% |
| Participation rate | 76.5% | 84.6%-8.1pp | 87.8%-11.3pp | 69.3%+7.2pp |
| Annual return | 22.61% | 38.14%-15.5pp | 555.34%-532.7pp | 318.61%-296.0pp |
| Employer contribution / active EE | $2,397 | $4,344-44.8% | $6,161-61.1% | $2,565-6.6% |
| Participant deferral / active EE | $10,792 | $6,260+72.4% | $8,220+31.3% | $3,952+173.1% |
| Admin fee / account holder | $107 | $8,630-98.8% | $12,048-99.1% | $6,261-98.3% |