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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,745 | $158,852-67.4% | $121,220-57.3% | $135,379-61.8% |
| Participation rate | 93.3% | 79.3%+14.0pp | 71.8%+21.6pp | 82.6%+10.7pp |
| Annual return | 110.88% | -0.64%+111.5pp | 16.94%+93.9pp | 519.79%-408.9pp |
| Employer contribution / active EE | $6,928 | $5,666+22.3% | $4,023+72.2% | $4,779+45.0% |
| Participant deferral / active EE | $8,377 | $4,006+109.1% | $3,345+150.4% | $5,609+49.4% |
| Admin fee / account holder | $51 | $6,515-99.2% | $5,021-99.0% | $10,828-99.5% |