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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,397 | $108,942-43.6% | $100,415-38.9% | $145,897-57.9% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 49.25% | 58.27%-9.0pp | 49.47%-0.2pp | 552.29%-503.0pp |
| Employer contribution / active EE | $3,822 | $4,422-13.6% | $3,943-3.1% | $4,663-18.0% |
| Participant deferral / active EE | $13,309 | $8,461+57.3% | $8,091+64.5% | $6,689+99.0% |
| Admin fee / account holder | $40 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |