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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,978 | $166,089-68.1% | $164,928-67.9% | $145,978-63.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.49% | 100.26%-85.8pp | 70.08%-55.6pp | 550.52%-536.0pp |
| Employer contribution / active EE | $3,095 | $5,276-41.3% | $4,343-28.7% | $4,662-33.6% |
| Participant deferral / active EE | $9,776 | $6,961+40.4% | $6,034+62.0% | $6,690+46.1% |
| Admin fee / account holder | $119 | $16,641-99.3% | $12,684-99.1% | $13,400-99.1% |