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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,819 | $63,342-0.8% | $92,236-31.9% | $70,131-10.4% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 25.62% | 530.15%-504.5pp | 176.29%-150.7pp | 73.14%-47.5pp |
| Employer contribution / active EE | $1,328 | $2,471-46.3% | $3,679-63.9% | $2,342-43.3% |
| Participant deferral / active EE | $2,563 | $2,854-10.2% | $3,897-34.2% | $3,332-23.1% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |