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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,737 | $88,778-37.2% | $81,844-31.9% | $145,884-61.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 20.32% | 1033.03%-1012.7pp | 778.87%-758.5pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,865 | $3,087-7.2% | $2,916-1.8% | $4,662-38.5% |
| Participant deferral / active EE | $6,672 | $4,648+43.5% | $4,323+54.3% | $6,690-0.3% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |