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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,831 | $115,814-51.8% | $101,275-44.9% | $158,982-64.9% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 27.99% | 56.16%-28.2pp | 46.48%-18.5pp | 302.99%-275.0pp |
| Employer contribution / active EE | $2,943 | $4,176-29.5% | $3,660-19.6% | $4,763-38.2% |
| Participant deferral / active EE | $10,934 | $4,958+120.5% | $4,371+150.2% | $5,983+82.7% |
| Admin fee / account holder | $19 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |