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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,300 | $136,860-56.7% | $120,344-50.7% | $154,746-61.7% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 59.15% | 21.38%+37.8pp | 20.30%+38.8pp | 172.34%-113.2pp |
| Employer contribution / active EE | $1,996 | $3,533-43.5% | $3,020-33.9% | $4,379-54.4% |
| Participant deferral / active EE | $6,001 | $5,793+3.6% | $5,135+16.9% | $6,730-10.8% |
| Admin fee / account holder | $254 | $15,393-98.3% | $12,742-98.0% | $14,365-98.2% |