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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,379 | $111,535-53.9% | $105,223-51.2% | $137,256-62.6% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 17.68% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,489 | $3,939+64.7% | $3,689+75.9% | $4,156+56.1% |
| Participant deferral / active EE | $5,782 | $5,500+5.1% | $5,072+14.0% | $6,407-9.8% |
| Admin fee / account holder | $103 | $9,721-98.9% | $8,859-98.8% | $12,270-99.2% |