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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,176 | $107,353-50.5% | $92,903-42.8% | $152,885-65.2% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 26.03% | 145.62%-119.6pp | 109.43%-83.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $2,675 | $4,222-36.6% | $3,653-26.8% | $4,763-43.8% |
| Participant deferral / active EE | $6,806 | $4,848+40.4% | $4,238+60.6% | $5,851+16.3% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |