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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,854 | $115,810-83.7% | $101,271-81.4% | $158,966-88.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 52.88% | 56.15%-3.3pp | 46.48%+6.4pp | 302.95%-250.1pp |
| Employer contribution / active EE | $2,667 | $4,175-36.1% | $3,660-27.1% | $4,762-44.0% |
| Participant deferral / active EE | $5,879 | $4,958+18.6% | $4,371+34.5% | $5,983-1.7% |
| Admin fee / account holder | $193 | $7,248-97.3% | $5,948-96.8% | $11,250-98.3% |