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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,513 | $175,212-70.0% | $149,682-64.9% | $139,427-62.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.07% | 166.63%-150.6pp | 134.35%-118.3pp | 373.27%-357.2pp |
| Employer contribution / active EE | $2,775 | $5,475-49.3% | $4,818-42.4% | $4,752-41.6% |
| Participant deferral / active EE | $9,718 | $6,520+49.1% | $5,681+71.1% | $6,711+44.8% |
| Admin fee / account holder | $193 | $16,150-98.8% | $13,210-98.5% | $11,404-98.3% |