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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,379 | $134,817-61.9% | $123,973-58.6% | $155,188-66.9% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.7%+5.7pp | 80.8%+1.5pp |
| Annual return | 17.68% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $6,489 | $4,425+46.6% | $4,126+57.3% | $4,248+52.8% |
| Participant deferral / active EE | $5,782 | $5,706+1.3% | $5,247+10.2% | $6,531-11.5% |
| Admin fee / account holder | $103 | $13,245-99.2% | $11,799-99.1% | $14,480-99.3% |