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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,397 | $70,366-19.9% | $66,674-15.4% | $138,895-59.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 20.97% | 386.41%-365.4pp | 321.24%-300.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,653 | $2,765+32.1% | $2,620+39.4% | $4,194-12.9% |
| Participant deferral / active EE | $14,278 | $4,374+226.4% | $4,084+249.6% | $6,396+123.2% |
| Admin fee / account holder | $21 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |