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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,662 | $89,367-73.5% | $141,191-83.2% | $72,975-67.6% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 49.88% | 111.87%-62.0pp | 71.41%-21.5pp | 81.01%-31.1pp |
| Employer contribution / active EE | $2,928 | $3,115-6.0% | $4,736-38.2% | $2,440+20.0% |
| Participant deferral / active EE | $6,096 | $5,419+12.5% | $6,710-9.1% | $3,608+69.0% |
| Admin fee / account holder | $245 | $5,957-95.9% | $10,264-97.6% | $5,124-95.2% |