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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,766 | $232,540-77.7% | $185,117-72.0% | $147,586-64.9% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 20.11% | 43.03%-22.9pp | 40.50%-20.4pp | 578.59%-558.5pp |
| Employer contribution / active EE | $7,014 | $5,195+35.0% | $4,182+67.7% | $4,876+43.8% |
| Participant deferral / active EE | $6,278 | $5,834+7.6% | $5,045+24.4% | $5,439+15.4% |
| Admin fee / account holder | $12 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |