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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,013 | $152,612-67.9% | $125,192-60.8% | $152,897-67.9% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 15.72% | 54.85%-39.1pp | 43.79%-28.1pp | 345.43%-329.7pp |
| Employer contribution / active EE | $1,869 | $4,947-62.2% | $3,866-51.7% | $4,764-60.8% |
| Participant deferral / active EE | $7,435 | $5,868+26.7% | $4,937+50.6% | $5,851+27.1% |
| Admin fee / account holder | $173 | $13,437-98.7% | $9,704-98.2% | $11,599-98.5% |