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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,385 | $183,592-73.6% | $155,574-68.9% | $145,877-66.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.90% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $5,927 | $5,317+11.5% | $4,676+26.8% | $4,663+27.1% |
| Participant deferral / active EE | $5,429 | $6,466-16.0% | $5,629-3.6% | $6,691-18.9% |
| Admin fee / account holder | $181 | $19,316-99.1% | $15,914-98.9% | $13,402-98.6% |