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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,356 | $183,516-73.1% | $155,534-68.3% | $145,884-66.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.17% | 61.43%-42.3pp | 64.92%-45.7pp | 551.85%-532.7pp |
| Employer contribution / active EE | $2,024 | $5,315-61.9% | $4,675-56.7% | $4,662-56.6% |
| Participant deferral / active EE | $7,459 | $6,467+15.3% | $5,630+32.5% | $6,690+11.5% |
| Admin fee / account holder | $275 | $19,293-98.6% | $15,900-98.3% | $13,392-97.9% |