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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,430 | $183,592-75.3% | $155,574-70.8% | $145,877-68.9% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 16.87% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,763 | $5,317-66.8% | $4,676-62.3% | $4,663-62.2% |
| Participant deferral / active EE | $9,419 | $6,466+45.7% | $5,629+67.3% | $6,691+40.8% |
| Admin fee / account holder | $253 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |