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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,708 | $202,440-74.0% | $169,390-68.9% | $139,466-62.2% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.2%+7.4pp | 80.3%+4.3pp |
| Annual return | 24.03% | 532.36%-508.3pp | 406.07%-382.0pp | 373.66%-349.6pp |
| Employer contribution / active EE | $1,959 | $4,693-58.3% | $4,013-51.2% | $4,754-58.8% |
| Participant deferral / active EE | $4,483 | $6,940-35.4% | $6,222-28.0% | $6,712-33.2% |
| Admin fee / account holder | $295 | $10,722-97.2% | $9,015-96.7% | $11,409-97.4% |