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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,128 | $107,368-41.2% | $92,915-32.1% | $152,909-58.7% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.5%-1.2pp |
| Annual return | 25.62% | 145.64%-120.0pp | 109.45%-83.8pp | 345.46%-319.8pp |
| Employer contribution / active EE | $3,452 | $4,222-18.3% | $3,653-5.5% | $4,764-27.5% |
| Participant deferral / active EE | $6,400 | $4,848+32.0% | $4,238+51.0% | $5,851+9.4% |
| Admin fee / account holder | $26 | $7,082-99.6% | $5,796-99.6% | $11,601-99.8% |