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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,460 | $183,592-75.2% | $155,574-70.8% | $145,877-68.8% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 13.23% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,598 | $5,317-51.1% | $4,676-44.4% | $4,663-44.3% |
| Participant deferral / active EE | $2,522 | $6,466-61.0% | $5,629-55.2% | $6,691-62.3% |
| Admin fee / account holder | $256 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |