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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,767 | $166,242-61.6% | $165,071-61.4% | $145,884-56.3% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 13.91% | 100.44%-86.5pp | 70.17%-56.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $5,700 | $5,283+7.9% | $4,347+31.1% | $4,662+22.2% |
| Participant deferral / active EE | $8,465 | $6,964+21.5% | $6,035+40.3% | $6,690+26.5% |
| Admin fee / account holder | $158 | $16,658-99.1% | $12,695-98.8% | $13,392-98.8% |