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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,906 | $183,539-67.4% | $155,556-61.5% | $145,897-58.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.93% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,939 | $5,315-63.5% | $4,675-58.5% | $4,663-58.4% |
| Participant deferral / active EE | $2,736 | $6,467-57.7% | $5,631-51.4% | $6,689-59.1% |
| Admin fee / account holder | $64 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |