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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,736 | $159,978-65.2% | $147,041-62.1% | $145,978-61.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 45.48% | 98.36%-52.9pp | 419.21%-373.7pp | 550.52%-505.0pp |
| Employer contribution / active EE | $2,728 | $5,288-48.4% | $4,935-44.7% | $4,662-41.5% |
| Participant deferral / active EE | $9,507 | $8,429+12.8% | $8,071+17.8% | $6,690+42.1% |
| Admin fee / account holder | $70 | $15,053-99.5% | $13,006-99.5% | $13,400-99.5% |