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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,825 | $107,368-52.7% | $92,915-45.3% | $152,909-66.8% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 21.06% | 145.64%-124.6pp | 109.45%-88.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,451 | $4,222-42.0% | $3,653-32.9% | $4,764-48.5% |
| Participant deferral / active EE | $4,128 | $4,848-14.9% | $4,238-2.6% | $5,851-29.5% |
| Admin fee / account holder | $8 | $7,082-99.9% | $5,796-99.9% | $11,601-99.9% |