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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,144 | $160,040-71.8% | $147,096-69.3% | $145,877-69.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.02% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $5,712 | $5,289+8.0% | $4,936+15.7% | $4,663+22.5% |
| Participant deferral / active EE | $6,891 | $8,429-18.2% | $8,071-14.6% | $6,691+3.0% |
| Admin fee / account holder | $243 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |