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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,678 | $196,972-73.8% | $182,262-71.6% | $198,609-74.0% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 21.68% | 158.27%-136.6pp | 140.60%-118.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $4,159 | $5,364-22.5% | $5,046-17.6% | $5,055-17.7% |
| Participant deferral / active EE | $8,360 | $8,643-3.3% | $8,276+1.0% | $6,977+19.8% |
| Admin fee / account holder | $50 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |