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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,694 | $197,637-73.3% | $177,848-70.4% | $158,982-66.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 52.83% | 58.77%-5.9pp | 48.33%+4.5pp | 302.99%-250.2pp |
| Employer contribution / active EE | $5,037 | $6,698-24.8% | $5,919-14.9% | $4,763+5.8% |
| Participant deferral / active EE | $13,702 | $8,405+63.0% | $7,714+77.6% | $5,983+129.0% |
| Admin fee / account holder | $256 | $15,406-98.3% | $12,431-97.9% | $11,252-97.7% |