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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,308 | $95,975-40.3% | $74,552-23.1% | $135,382-57.7% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | 12.31% | 56.96%-44.7pp | 32.53%-20.2pp | 519.77%-507.5pp |
| Employer contribution / active EE | $17,694 | $2,716+551.4% | $1,961+802.3% | $4,779+270.3% |
| Participant deferral / active EE | $5,564 | $3,844+44.8% | $3,108+79.0% | $5,609-0.8% |
| Admin fee / account holder | $223 | $6,522-96.6% | $5,060-95.6% | $10,829-97.9% |