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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,677 | $99,995-49.3% | $85,063-40.4% | $145,978-65.3% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 18.16% | 83.99%-65.8pp | 66.54%-48.4pp | 550.52%-532.4pp |
| Employer contribution / active EE | $5,524 | $3,231+71.0% | $2,727+102.6% | $4,662+18.5% |
| Participant deferral / active EE | $15,063 | $5,295+184.5% | $4,523+233.1% | $6,690+125.2% |
| Admin fee / account holder | $136 | $7,255-98.1% | $6,155-97.8% | $13,400-99.0% |