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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,899 | $56,197-20.1% | $67,652-33.6% | $59,633-24.7% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | 21.26% | 18508.10%-18486.8pp | 6625.40%-6604.1pp | 2041.45%-2020.2pp |
| Employer contribution / active EE | $3,720 | $1,615+130.4% | $2,266+64.2% | $2,203+68.9% |
| Participant deferral / active EE | $5,248 | $2,844+84.6% | $3,560+47.4% | $3,192+64.4% |
| Admin fee / account holder | $174 | $3,958-95.6% | $4,821-96.4% | $4,297-95.9% |