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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,356 | $183,592-73.1% | $155,574-68.3% | $145,877-66.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.17% | 61.37%-42.2pp | 64.87%-45.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,024 | $5,317-61.9% | $4,676-56.7% | $4,663-56.6% |
| Participant deferral / active EE | $7,459 | $6,466+15.4% | $5,629+32.5% | $6,691+11.5% |
| Admin fee / account holder | $275 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |