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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,036 | $217,432-70.1% | $185,851-65.0% | $167,553-61.2% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 10.01% | 148.43%-138.4pp | 122.11%-112.1pp | 478.89%-468.9pp |
| Employer contribution / active EE | $3,626 | $5,874-38.3% | $5,168-29.8% | $4,840-25.1% |
| Participant deferral / active EE | $4,840 | $6,357-23.9% | $5,569-13.1% | $6,343-23.7% |
| Admin fee / account holder | $115 | $19,820-99.4% | $16,245-99.3% | $12,316-99.1% |