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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,520 | $166,089-69.6% | $164,928-69.4% | $145,978-65.4% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 12.47% | 100.26%-87.8pp | 70.08%-57.6pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,709 | $5,276-48.7% | $4,343-37.6% | $4,662-41.9% |
| Participant deferral / active EE | $2,045 | $6,961-70.6% | $6,034-66.1% | $6,690-69.4% |
| Admin fee / account holder | $109 | $16,641-99.3% | $12,684-99.1% | $13,400-99.2% |