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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,437 | $69,248-30.1% | $64,101-24.4% | $139,466-65.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.97% | 45.95%-26.0pp | 33.72%-13.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $6,453 | $3,185+102.6% | $2,749+134.8% | $4,754+35.7% |
| Participant deferral / active EE | $10,398 | $4,682+122.1% | $3,881+167.9% | $6,712+54.9% |
| Admin fee / account holder | $89 | $4,247-97.9% | $3,070-97.1% | $11,409-99.2% |