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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,365 | $183,516-70.9% | $155,534-65.7% | $145,884-63.4% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 13.74% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $4,616 | $5,315-13.2% | $4,675-1.3% | $4,662-1.0% |
| Participant deferral / active EE | $4,754 | $6,467-26.5% | $5,630-15.6% | $6,690-28.9% |
| Admin fee / account holder | $174 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |