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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,439 | $183,516-70.9% | $155,534-65.6% | $145,884-63.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.66% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,037 | $5,315-61.7% | $4,675-56.4% | $4,662-56.3% |
| Participant deferral / active EE | $6,988 | $6,467+8.1% | $5,630+24.1% | $6,690+4.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |