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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,455 | $159,978-62.2% | $147,041-58.9% | $145,978-58.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 21.03% | 98.36%-77.3pp | 419.21%-398.2pp | 550.52%-529.5pp |
| Employer contribution / active EE | $3,309 | $5,288-37.4% | $4,935-33.0% | $4,662-29.0% |
| Participant deferral / active EE | $6,929 | $8,429-17.8% | $8,071-14.2% | $6,690+3.6% |
| Admin fee / account holder | $44 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |