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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,492 | $157,296-63.4% | $141,191-59.3% | $152,897-62.4% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 22.99% | 64.34%-41.4pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,710 | $5,262-29.5% | $4,736-21.7% | $4,764-22.1% |
| Participant deferral / active EE | $3,265 | $7,111-54.1% | $6,710-51.3% | $5,851-44.2% |
| Admin fee / account holder | $260 | $12,125-97.9% | $10,264-97.5% | $11,599-97.8% |