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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,537 | $160,040-69.0% | $147,096-66.3% | $145,877-66.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.55% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $10,543 | $5,289+99.3% | $4,936+113.6% | $4,663+126.1% |
| Participant deferral / active EE | $5,417 | $8,429-35.7% | $8,071-32.9% | $6,691-19.0% |
| Admin fee / account holder | $130 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |