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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,956 | $110,337-53.8% | $102,383-50.2% | $145,877-65.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 12.86% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $8,565 | $4,216+103.2% | $3,870+121.3% | $4,663+83.7% |
| Participant deferral / active EE | $2,190 | $5,621-61.0% | $5,060-56.7% | $6,691-67.3% |
| Admin fee / account holder | $176 | $9,750-98.2% | $8,391-97.9% | $13,402-98.7% |