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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,162 | $166,020-72.2% | $164,866-72.0% | $145,959-68.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.96% | 100.08%-88.1pp | 69.97%-58.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,602 | $5,275-50.7% | $4,343-40.1% | $4,661-44.2% |
| Participant deferral / active EE | $7,041 | $6,961+1.2% | $6,033+16.7% | $6,689+5.3% |
| Admin fee / account holder | $144 | $16,644-99.1% | $12,689-98.9% | $13,398-98.9% |