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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,154 | $90,486-37.9% | $78,676-28.6% | $273,972-79.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 220.31% | 75.62%+144.7pp | 62.19%+158.1pp | 41.46%+178.9pp |
| Employer contribution / active EE | $2,715 | $3,175-14.5% | $2,850-4.8% | $4,869-44.2% |
| Participant deferral / active EE | $8,231 | $3,901+111.0% | $3,517+134.0% | $5,287+55.7% |
| Admin fee / account holder | $102 | $5,263-98.1% | $4,510-97.7% | $10,133-99.0% |