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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,737 | $88,710-37.2% | $81,783-31.8% | $145,959-61.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 20.32% | 1027.26%-1006.9pp | 775.05%-754.7pp | 561.95%-541.6pp |
| Employer contribution / active EE | $2,865 | $3,083-7.1% | $2,913-1.6% | $4,661-38.5% |
| Participant deferral / active EE | $6,672 | $4,645+43.7% | $4,320+54.4% | $6,689-0.2% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |