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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,474 | $47,479+42.1% | $62,929+7.2% | $82,448-18.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.40% | 20.34%-7.9pp | 1063.93%-1051.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,544 | $1,885-18.1% | $2,505-38.3% | $2,551-39.5% |
| Participant deferral / active EE | $3,164 | $2,870+10.2% | $3,888-18.6% | $4,139-23.6% |
| Admin fee / account holder | $264 | $3,804-93.1% | $5,065-94.8% | $7,234-96.4% |