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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,060 | $117,444-56.5% | $99,479-48.7% | $152,909-66.6% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.5%+3.3pp |
| Annual return | 17.30% | 31.87%-14.6pp | 30.72%-13.4pp | 345.46%-328.2pp |
| Employer contribution / active EE | $4,697 | $3,014+55.9% | $2,540+84.9% | $4,764-1.4% |
| Participant deferral / active EE | $4,000 | $4,086-2.1% | $3,619+10.5% | $5,851-31.6% |
| Admin fee / account holder | $191 | $7,635-97.5% | $6,253-96.9% | $11,601-98.4% |