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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,737 | $88,754-37.2% | $81,820-31.9% | $145,877-61.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 20.32% | 1031.77%-1011.4pp | 777.93%-757.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $2,865 | $3,085-7.1% | $2,915-1.7% | $4,663-38.6% |
| Participant deferral / active EE | $6,672 | $4,648+43.6% | $4,323+54.4% | $6,691-0.3% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |