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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,133 | $175,231-68.5% | $149,696-63.2% | $139,466-60.5% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 12.48% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $4,759 | $5,478-13.1% | $4,821-1.3% | $4,754+0.1% |
| Participant deferral / active EE | $3,838 | $6,521-41.1% | $5,682-32.4% | $6,712-42.8% |
| Admin fee / account holder | $268 | $16,155-98.3% | $13,212-98.0% | $11,409-97.6% |