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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,602 | $142,426-61.7% | $115,167-52.6% | $152,909-64.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.5%+3.3pp |
| Annual return | 23.11% | 41.48%-18.4pp | 35.60%-12.5pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,992 | $4,011-50.3% | $3,179-37.3% | $4,764-58.2% |
| Participant deferral / active EE | $9,061 | $5,165+75.4% | $4,169+117.4% | $5,851+54.9% |
| Admin fee / account holder | $255 | $8,464-97.0% | $7,089-96.4% | $11,601-97.8% |