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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,421 | $108,942-45.5% | $100,415-40.8% | $145,897-59.3% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 15.60% | 58.27%-42.7pp | 49.47%-33.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,912 | $4,422-34.2% | $3,943-26.2% | $4,663-37.6% |
| Participant deferral / active EE | $12,496 | $8,461+47.7% | $8,091+54.4% | $6,689+86.8% |
| Admin fee / account holder | $41 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |