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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,791 | $157,304-65.8% | $141,197-61.9% | $152,909-64.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 27.33% | 64.34%-37.0pp | 71.41%-44.1pp | 345.46%-318.1pp |
| Employer contribution / active EE | $5,663 | $5,263+7.6% | $4,736+19.6% | $4,764+18.9% |
| Participant deferral / active EE | $11,790 | $7,111+65.8% | $6,710+75.7% | $5,851+101.5% |
| Admin fee / account holder | $3 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |