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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,099 | $157,276-70.1% | $141,177-66.6% | $152,885-69.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 20.63% | 64.33%-43.7pp | 71.40%-50.8pp | 345.39%-324.8pp |
| Employer contribution / active EE | $6,038 | $5,262+14.8% | $4,736+27.5% | $4,763+26.8% |
| Participant deferral / active EE | $2,583 | $7,110-63.7% | $6,710-61.5% | $5,851-55.9% |
| Admin fee / account holder | $241 | $12,123-98.0% | $10,263-97.6% | $11,598-97.9% |