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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,416 | $112,933-42.1% | $90,970-28.1% | $158,982-58.9% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+8.9pp |
| Annual return | 18.08% | 215.82%-197.7pp | 134.60%-116.5pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,536 | $2,893-12.4% | $2,122+19.5% | $4,763-46.8% |
| Participant deferral / active EE | $4,786 | $4,128+16.0% | $3,373+41.9% | $5,983-20.0% |
| Admin fee / account holder | $211 | $8,047-97.4% | $5,961-96.5% | $11,252-98.1% |