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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,458 | $100,073-74.6% | $85,126-70.1% | $145,877-82.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 15.16% | 84.11%-69.0pp | 66.63%-51.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,587 | $3,236+10.8% | $2,731+31.3% | $4,663-23.1% |
| Participant deferral / active EE | $5,576 | $5,294+5.3% | $4,523+23.3% | $6,691-16.7% |
| Admin fee / account holder | $299 | $7,261-95.9% | $6,160-95.1% | $13,402-97.8% |