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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,195 | $171,492-72.5% | $150,734-68.7% | $198,609-76.2% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 18.10% | 804.70%-786.6pp | 600.81%-582.7pp | 202.70%-184.6pp |
| Employer contribution / active EE | $3,518 | $5,470-35.7% | $4,918-28.5% | $5,055-30.4% |
| Participant deferral / active EE | $5,449 | $6,259-12.9% | $5,610-2.9% | $6,977-21.9% |
| Admin fee / account holder | $197 | $17,628-98.9% | $14,905-98.7% | $19,030-99.0% |