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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,173 | $132,634-61.4% | $115,768-55.8% | $137,256-62.7% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 17.97% | 160.70%-142.7pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,847 | $5,619+75.3% | $4,917+100.3% | $6,407+53.7% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |