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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,445 | $150,412-63.8% | $120,574-54.8% | $145,884-62.7% |
| Participation rate | 76.5% | 78.8%-2.3pp | 71.9%+4.5pp | 80.3%-3.8pp |
| Annual return | 11.33% | 154.50%-143.2pp | 107.42%-96.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,229 | $4,355-71.8% | $3,471-64.6% | $4,662-73.6% |
| Participant deferral / active EE | $3,088 | $6,175-50.0% | $4,996-38.2% | $6,690-53.8% |
| Admin fee / account holder | $280 | $12,224-97.7% | $9,445-97.0% | $13,392-97.9% |