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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,256 | $183,516-72.6% | $155,534-67.7% | $145,884-65.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.48% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $5,163 | $5,315-2.9% | $4,675+10.4% | $4,662+10.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |