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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,031 | $47,944+14.8% | $67,834-18.9% | $62,881-12.5% |
| Participation rate | 84.4% | 61.1%+23.3pp | 68.8%+15.6pp | 69.3%+15.1pp |
| Annual return | 58.30% | 11.77%+46.5pp | 138.47%-80.2pp | 20.14%+38.2pp |
| Employer contribution / active EE | $3,845 | $1,562+146.1% | $2,403+60.0% | $2,281+68.6% |
| Participant deferral / active EE | $5,845 | $2,247+160.2% | $3,160+85.0% | $3,203+82.5% |
| Admin fee / account holder | $100 | $3,712-97.3% | $4,622-97.8% | $4,296-97.7% |