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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,590 | $183,516-69.7% | $155,534-64.3% | $145,884-61.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 10.37% | 61.43%-51.1pp | 64.92%-54.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,574 | $5,315+4.9% | $4,675+19.2% | $4,662+19.6% |
| Participant deferral / active EE | $3,412 | $6,467-47.2% | $5,630-39.4% | $6,690-49.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |