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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,773 | $183,516-64.2% | $155,534-57.7% | $145,884-54.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 25.05% | 61.43%-36.4pp | 64.92%-39.9pp | 551.85%-526.8pp |
| Employer contribution / active EE | $1,741 | $5,315-67.2% | $4,675-62.8% | $4,662-62.7% |
| Participant deferral / active EE | $7,392 | $6,467+14.3% | $5,630+31.3% | $6,690+10.5% |
| Admin fee / account holder | $19 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |