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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,642 | $100,139-48.4% | $85,187-39.4% | $145,884-64.6% |
| Participation rate | 87.0% | 74.1%+12.9pp | 67.5%+19.4pp | 80.3%+6.7pp |
| Annual return | 9.44% | 84.15%-74.7pp | 66.67%-57.2pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,508 | $3,238-22.6% | $2,732-8.2% | $4,662-46.2% |
| Participant deferral / active EE | $2,787 | $5,296-47.4% | $4,525-38.4% | $6,690-58.3% |
| Admin fee / account holder | $191 | $7,262-97.4% | $6,162-96.9% | $13,392-98.6% |