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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,537 | $160,028-69.0% | $147,080-66.3% | $145,884-66.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.55% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $10,543 | $5,286+99.5% | $4,933+113.7% | $4,662+126.1% |
| Participant deferral / active EE | $5,417 | $8,422-35.7% | $8,066-32.8% | $6,690-19.0% |
| Admin fee / account holder | $130 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |