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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,137 | $99,995-38.9% | $85,063-28.1% | $145,978-58.1% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 21.24% | 83.99%-62.8pp | 66.54%-45.3pp | 550.52%-529.3pp |
| Employer contribution / active EE | $3,455 | $3,231+6.9% | $2,727+26.7% | $4,662-25.9% |
| Participant deferral / active EE | $6,301 | $5,295+19.0% | $4,523+39.3% | $6,690-5.8% |
| Admin fee / account holder | $263 | $7,255-96.4% | $6,155-95.7% | $13,400-98.0% |