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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,352 | $154,209-64.1% | $130,062-57.4% | $139,487-60.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 42.25% | 32.52%+9.7pp | -137.37%+179.6pp | 373.84%-331.6pp |
| Employer contribution / active EE | $4,489 | $5,292-15.2% | $4,322+3.9% | $4,755-5.6% |
| Participant deferral / active EE | $19,361 | $6,709+188.6% | $5,821+232.6% | $6,713+188.4% |
| Admin fee / account holder | $288 | $13,988-97.9% | $10,601-97.3% | $11,407-97.5% |