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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,227 | $210,698-75.7% | $178,014-71.2% | $145,959-64.9% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.17% | 386.27%-374.1pp | 294.80%-282.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,465 | $4,567-24.1% | $3,950-12.3% | $4,661-25.6% |
| Participant deferral / active EE | $4,672 | $6,958-32.9% | $6,276-25.6% | $6,689-30.1% |
| Admin fee / account holder | $206 | $12,016-98.3% | $10,362-98.0% | $13,398-98.5% |