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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,677 | $100,139-49.4% | $85,187-40.5% | $145,884-65.3% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.4pp |
| Annual return | 18.16% | 84.15%-66.0pp | 66.67%-48.5pp | 551.85%-533.7pp |
| Employer contribution / active EE | $5,524 | $3,238+70.6% | $2,732+102.2% | $4,662+18.5% |
| Participant deferral / active EE | $15,063 | $5,296+184.4% | $4,525+232.9% | $6,690+125.2% |
| Admin fee / account holder | $136 | $7,262-98.1% | $6,162-97.8% | $13,392-99.0% |