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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,886 | $183,592-75.6% | $155,574-71.1% | $145,877-69.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.87% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $8,120 | $5,317+52.7% | $4,676+73.7% | $4,663+74.1% |
| Participant deferral / active EE | $7,621 | $6,466+17.9% | $5,629+35.4% | $6,691+13.9% |
| Admin fee / account holder | $231 | $19,316-98.8% | $15,914-98.5% | $13,402-98.3% |