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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,236 | $93,346-40.8% | $71,796-23.1% | $273,972-79.8% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 11.31% | 130.39%-119.1pp | 78.04%-66.7pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,667 | $2,733+34.1% | $1,924+90.5% | $4,869-24.7% |
| Participant deferral / active EE | $3,807 | $3,475+9.5% | $2,794+36.2% | $5,287-28.0% |
| Admin fee / account holder | $1 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |