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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,536 | $52,519+19.1% | $155,789-59.9% | $59,633+4.9% |
| Participation rate | 98.5% | 61.7%+36.8pp | 76.1%+22.4pp | 68.7%+29.8pp |
| Annual return | 1.49% | 53.51%-52.0pp | 71.54%-70.0pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $3,106 | $1,589+95.4% | $3,839-19.1% | $2,203+41.0% |
| Participant deferral / active EE | $5,366 | $3,084+74.0% | $4,798+11.9% | $3,192+68.1% |
| Admin fee / account holder | $277 | $3,540-92.2% | $7,477-96.3% | $4,297-93.6% |