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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,516 | $111,535-50.2% | $105,223-47.2% | $137,256-59.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 20.15% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $7,009 | $3,939+77.9% | $3,689+90.0% | $4,156+68.6% |
| Participant deferral / active EE | $6,420 | $5,500+16.7% | $5,072+26.6% | $6,407+0.2% |
| Admin fee / account holder | $180 | $9,721-98.1% | $8,859-98.0% | $12,270-98.5% |