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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,023 | $175,257-66.3% | $149,717-60.6% | $139,456-57.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 19.14% | 166.70%-147.6pp | 134.41%-115.3pp | 373.45%-354.3pp |
| Employer contribution / active EE | $5,261 | $5,477-3.9% | $4,820+9.2% | $4,753+10.7% |
| Participant deferral / active EE | $6,216 | $6,521-4.7% | $5,682+9.4% | $6,711-7.4% |
| Admin fee / account holder | $239 | $16,156-98.5% | $13,213-98.2% | $11,407-97.9% |