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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,946 | $209,425-76.2% | $178,499-72.0% | $158,966-68.6% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.51% | 188.80%-175.3pp | 151.10%-137.6pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,868 | $5,707-49.8% | $5,011-42.8% | $4,762-39.8% |
| Participant deferral / active EE | $8,220 | $5,955+38.0% | $5,202+58.0% | $5,983+37.4% |
| Admin fee / account holder | $294 | $17,078-98.3% | $13,986-97.9% | $11,250-97.4% |