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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,526 | $183,627-71.9% | $155,602-66.9% | $145,978-64.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 16.46% | 61.32%-44.9pp | 64.81%-48.4pp | 550.52%-534.1pp |
| Employer contribution / active EE | $3,596 | $5,316-32.4% | $4,675-23.1% | $4,662-22.9% |
| Participant deferral / active EE | $9,326 | $6,466+44.2% | $5,629+65.7% | $6,690+39.4% |
| Admin fee / account holder | $199 | $19,327-99.0% | $15,923-98.7% | $13,400-98.5% |