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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,063 | $160,040-71.8% | $147,096-69.4% | $145,877-69.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 22.76% | 98.49%-75.7pp | 419.75%-397.0pp | 551.28%-528.5pp |
| Employer contribution / active EE | $3,601 | $5,289-31.9% | $4,936-27.0% | $4,663-22.8% |
| Participant deferral / active EE | $9,356 | $8,429+11.0% | $8,071+15.9% | $6,691+39.8% |
| Admin fee / account holder | $12 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |