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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,377 | $112,112-56.0% | $95,956-48.5% | $158,950-68.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 14.49% | 171.15%-156.7pp | 91.63%-77.1pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,667 | $3,199-47.9% | $2,541-34.4% | $4,762-65.0% |
| Participant deferral / active EE | $7,747 | $4,784+61.9% | $4,167+85.9% | $5,983+29.5% |
| Admin fee / account holder | $114 | $10,134-98.9% | $6,797-98.3% | $11,248-99.0% |