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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,160 | $198,457-69.7% | $170,435-64.7% | $147,586-59.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.15% | 257.30%-239.2pp | 205.94%-187.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $4,246 | $6,183-31.3% | $5,432-21.8% | $4,876-12.9% |
| Participant deferral / active EE | $6,646 | $5,629+18.1% | $4,939+34.5% | $5,439+22.2% |
| Admin fee / account holder | $130 | $16,852-99.2% | $13,881-99.1% | $10,886-98.8% |