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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,004 | $152,597-67.9% | $117,533-58.3% | $134,532-63.6% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | 4.81% | 53.04%-48.2pp | 29.77%-25.0pp | 418.27%-413.5pp |
| Employer contribution / active EE | $3,980 | $5,576-28.6% | $4,179-4.8% | $4,741-16.0% |
| Participant deferral / active EE | $4,114 | $4,821-14.7% | $4,072+1.0% | $6,401-35.7% |
| Admin fee / account holder | $2 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |