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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,225 | $75,832-29.8% | $147,617-63.9% | $59,633-10.7% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | 34.69% | 0.37%+34.3pp | 61.98%-27.3pp | 2041.45%-2006.8pp |
| Employer contribution / active EE | $2,250 | $3,485-35.4% | $5,564-59.6% | $2,203+2.1% |
| Participant deferral / active EE | $4,141 | $3,131+32.3% | $4,895-15.4% | $3,192+29.8% |
| Admin fee / account holder | $36 | $5,986-99.4% | $11,612-99.7% | $4,297-99.2% |