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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,944 | $202,440-74.8% | $169,390-69.9% | $139,466-63.5% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.2%+15.1pp | 80.3%+12.0pp |
| Annual return | 10.49% | 532.36%-521.9pp | 406.07%-395.6pp | 373.66%-363.2pp |
| Employer contribution / active EE | $2,631 | $4,693-43.9% | $4,013-34.4% | $4,754-44.7% |
| Participant deferral / active EE | $4,083 | $6,940-41.2% | $6,222-34.4% | $6,712-39.2% |
| Admin fee / account holder | $199 | $10,722-98.1% | $9,015-97.8% | $11,409-98.3% |