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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,983 | $159,978-64.4% | $147,041-61.2% | $145,978-61.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.02% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $4,795 | $5,288-9.3% | $4,935-2.8% | $4,662+2.8% |
| Participant deferral / active EE | $14,188 | $8,429+68.3% | $8,071+75.8% | $6,690+112.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |