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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,323 | $160,040-66.7% | $147,096-63.7% | $145,877-63.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 26.10% | 98.49%-72.4pp | 419.75%-393.6pp | 551.28%-525.2pp |
| Employer contribution / active EE | $5,526 | $5,289+4.5% | $4,936+12.0% | $4,663+18.5% |
| Participant deferral / active EE | $10,276 | $8,429+21.9% | $8,071+27.3% | $6,691+53.6% |
| Admin fee / account holder | $42 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |