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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,526 | $183,516-71.9% | $155,534-66.9% | $145,884-64.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 16.46% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $3,596 | $5,315-32.3% | $4,675-23.1% | $4,662-22.9% |
| Participant deferral / active EE | $9,326 | $6,467+44.2% | $5,630+65.6% | $6,690+39.4% |
| Admin fee / account holder | $199 | $19,293-99.0% | $15,900-98.7% | $13,392-98.5% |