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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,513 | $175,259-70.0% | $149,723-64.9% | $139,487-62.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.07% | 166.82%-150.8pp | 134.50%-118.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $2,775 | $5,478-49.3% | $4,821-42.4% | $4,755-41.6% |
| Participant deferral / active EE | $9,718 | $6,522+49.0% | $5,682+71.0% | $6,713+44.8% |
| Admin fee / account holder | $193 | $16,158-98.8% | $13,215-98.5% | $11,407-98.3% |