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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,677 | $48,314+33.9% | $67,561-4.3% | $80,925-20.1% |
| Participation rate | 94.5% | 66.4%+28.1pp | 72.9%+21.6pp | 67.7%+26.8pp |
| Annual return | 15.38% | 18.28%-2.9pp | 3525.44%-3510.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $3,218 | $2,022+59.1% | $2,735+17.7% | $2,756+16.7% |
| Participant deferral / active EE | $5,753 | $2,927+96.6% | $4,003+43.7% | $4,299+33.8% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |