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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,650 | $148,582-56.5% | $135,942-52.4% | $139,456-53.6% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 25.48% | 79.26%-53.8pp | 68.28%-42.8pp | 373.45%-348.0pp |
| Employer contribution / active EE | $3,248 | $5,245-38.1% | $4,858-33.1% | $4,753-31.7% |
| Participant deferral / active EE | $6,754 | $8,101-16.6% | $7,759-13.0% | $6,711+0.6% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |