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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,423 | $101,653-48.4% | $147,080-64.4% | $74,459-29.6% |
| Participation rate | 83.8% | 75.6%+8.3pp | 82.2%+1.6pp | 67.2%+16.6pp |
| Annual return | 23.97% | 8754.98%-8731.0pp | 420.17%-396.2pp | 1369.70%-1345.7pp |
| Employer contribution / active EE | $4,048 | $3,813+6.1% | $4,933-18.0% | $2,626+54.1% |
| Participant deferral / active EE | $7,548 | $7,304+3.3% | $8,066-6.4% | $4,350+73.5% |
| Admin fee / account holder | $23 | $1,752-98.7% | $12,989-99.8% | $1,945-98.8% |