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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,320 | $103,038-51.2% | $90,324-44.3% | $152,909-67.1% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 22.72% | 95.25%-72.5pp | 78.15%-55.4pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,034 | $3,141-35.2% | $2,856-28.8% | $4,764-57.3% |
| Participant deferral / active EE | $4,651 | $4,282+8.6% | $3,885+19.7% | $5,851-20.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |