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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,685 | $100,073-69.3% | $85,126-64.0% | $145,877-79.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.79% | 84.11%-69.3pp | 66.63%-51.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,354 | $3,236-27.3% | $2,731-13.8% | $4,663-49.5% |
| Participant deferral / active EE | $5,840 | $5,294+10.3% | $4,523+29.1% | $6,691-12.7% |
| Admin fee / account holder | $293 | $7,261-96.0% | $6,160-95.2% | $13,402-97.8% |