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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,223 | $70,366-25.8% | $66,674-21.7% | $138,895-62.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 15.89% | 386.41%-370.5pp | 321.24%-305.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $3,205 | $2,765+15.9% | $2,620+22.3% | $4,194-23.6% |
| Participant deferral / active EE | $10,015 | $4,374+129.0% | $4,084+145.2% | $6,396+56.6% |
| Admin fee / account holder | $58 | $5,262-98.9% | $5,098-98.9% | $12,562-99.5% |