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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,147 | $165,399-70.3% | $149,745-67.2% | $158,982-69.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 26.93% | 348.34%-321.4pp | 276.72%-249.8pp | 302.99%-276.1pp |
| Employer contribution / active EE | $3,433 | $5,105-32.8% | $4,646-26.1% | $4,763-27.9% |
| Participant deferral / active EE | $7,744 | $7,183+7.8% | $6,843+13.2% | $5,983+29.4% |
| Admin fee / account holder | $107 | $10,811-99.0% | $9,312-98.9% | $11,252-99.1% |