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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,746 | $117,433-47.4% | $99,475-37.9% | $152,897-59.6% |
| Participation rate | 92.3% | 77.5%+14.8pp | 73.8%+18.5pp | 82.5%+9.9pp |
| Annual return | 19.63% | 31.87%-12.2pp | 30.72%-11.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,916 | $3,013+30.0% | $2,540+54.2% | $4,764-17.8% |
| Participant deferral / active EE | $9,586 | $4,086+134.6% | $3,619+164.9% | $5,851+63.8% |
| Admin fee / account holder | $4 | $7,634-100.0% | $6,252-99.9% | $11,599-100.0% |