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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,669 | $175,231-65.9% | $149,696-60.1% | $139,466-57.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.48% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $4,941 | $5,478-9.8% | $4,821+2.5% | $4,754+3.9% |
| Participant deferral / active EE | $11,503 | $6,521+76.4% | $5,682+102.4% | $6,712+71.4% |
| Admin fee / account holder | $298 | $16,155-98.2% | $13,212-97.7% | $11,409-97.4% |