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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,484 | $183,516-57.8% | $155,534-50.2% | $145,884-46.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.57% | 61.43%-47.9pp | 64.92%-51.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,030 | $5,315-61.8% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $7,010 | $6,467+8.4% | $5,630+24.5% | $6,690+4.8% |
| Admin fee / account holder | $56 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |