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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,131 | $157,304-58.6% | $141,197-53.9% | $152,909-57.4% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 29.06% | 64.34%-35.3pp | 71.41%-42.3pp | 345.46%-316.4pp |
| Employer contribution / active EE | $4,025 | $5,263-23.5% | $4,736-15.0% | $4,764-15.5% |
| Participant deferral / active EE | $10,139 | $7,111+42.6% | $6,710+51.1% | $5,851+73.3% |
| Admin fee / account holder | $126 | $12,126-99.0% | $10,265-98.8% | $11,601-98.9% |