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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,491 | $166,268-67.8% | $165,100-67.6% | $145,897-63.3% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 15.83% | 100.52%-84.7pp | 70.21%-54.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,651 | $5,284-68.8% | $4,348-62.0% | $4,663-64.6% |
| Participant deferral / active EE | $2,242 | $6,964-67.8% | $6,035-62.8% | $6,689-66.5% |
| Admin fee / account holder | $11 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |