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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,983 | $160,028-64.4% | $147,080-61.3% | $145,884-60.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.02% | 98.60%-83.6pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,795 | $5,286-9.3% | $4,933-2.8% | $4,662+2.8% |
| Participant deferral / active EE | $14,188 | $8,422+68.5% | $8,066+75.9% | $6,690+112.1% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |