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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,531 | $232,540-77.8% | $185,117-72.2% | $147,586-65.1% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 9.65% | 43.03%-33.4pp | 40.50%-30.9pp | 578.59%-568.9pp |
| Employer contribution / active EE | $3,508 | $5,195-32.5% | $4,182-16.1% | $4,876-28.1% |
| Participant deferral / active EE | $5,197 | $5,834-10.9% | $5,045+3.0% | $5,439-4.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |