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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,915 | $157,304-66.4% | $141,197-62.5% | $152,909-65.4% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 20.94% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $3,802 | $5,263-27.8% | $4,736-19.7% | $4,764-20.2% |
| Participant deferral / active EE | $8,555 | $7,111+20.3% | $6,710+27.5% | $5,851+46.2% |
| Admin fee / account holder | $199 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |