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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,943 | $181,062-69.7% | $158,223-65.3% | $155,188-64.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 134.36% | 57.39%+77.0pp | 52.09%+82.3pp | 148.84%-14.5pp |
| Employer contribution / active EE | $2,014 | $4,565-55.9% | $4,109-51.0% | $4,248-52.6% |
| Participant deferral / active EE | $4,097 | $6,134-33.2% | $5,467-25.1% | $6,531-37.3% |
| Admin fee / account holder | $84 | $18,825-99.6% | $16,047-99.5% | $14,480-99.4% |