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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,695 | $98,776-47.7% | $149,745-65.5% | $79,856-35.3% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.3pp |
| Annual return | 46.43% | 27.38%+19.1pp | 276.72%-230.3pp | 31.71%+14.7pp |
| Employer contribution / active EE | $2,187 | $3,217-32.0% | $4,646-52.9% | $2,471-11.5% |
| Participant deferral / active EE | $5,862 | $5,681+3.2% | $6,843-14.3% | $3,741+56.7% |
| Admin fee / account holder | $172 | $6,053-97.2% | $9,312-98.2% | $5,306-96.8% |