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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,421 | $108,897-45.4% | $100,378-40.8% | $145,877-59.3% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 15.60% | 58.17%-42.6pp | 49.41%-33.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,912 | $4,420-34.1% | $3,942-26.1% | $4,663-37.6% |
| Participant deferral / active EE | $12,496 | $8,455+47.8% | $8,087+54.5% | $6,691+86.8% |
| Admin fee / account holder | $41 | $9,690-99.6% | $7,899-99.5% | $13,402-99.7% |