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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,590 | $183,592-69.7% | $155,574-64.3% | $145,877-61.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.37% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $5,574 | $5,317+4.8% | $4,676+19.2% | $4,663+19.5% |
| Participant deferral / active EE | $3,412 | $6,466-47.2% | $5,629-39.4% | $6,691-49.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |