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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,031 | $102,245-51.1% | $89,340-44.0% | $137,256-63.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 152.85% | 21.89%+131.0pp | 20.57%+132.3pp | 220.34%-67.5pp |
| Employer contribution / active EE | $4,151 | $2,529+64.1% | $2,231+86.0% | $4,156-0.1% |
| Participant deferral / active EE | $12,008 | $4,436+170.7% | $3,823+214.1% | $6,407+87.4% |
| Admin fee / account holder | $65 | $8,085-99.2% | $6,704-99.0% | $12,270-99.5% |