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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,753 | $165,399-66.9% | $149,745-63.4% | $158,982-65.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 41.75% | 348.34%-306.6pp | 276.72%-235.0pp | 302.99%-261.2pp |
| Employer contribution / active EE | $4,945 | $5,105-3.1% | $4,646+6.4% | $4,763+3.8% |
| Participant deferral / active EE | $6,700 | $7,183-6.7% | $6,843-2.1% | $5,983+12.0% |
| Admin fee / account holder | $265 | $10,811-97.5% | $9,312-97.2% | $11,252-97.6% |