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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,611 | $111,535-42.1% | $105,223-38.6% | $137,256-52.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 15.27% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,971 | $3,939+0.8% | $3,689+7.6% | $4,156-4.5% |
| Participant deferral / active EE | $10,427 | $5,500+89.6% | $5,072+105.6% | $6,407+62.7% |
| Admin fee / account holder | $228 | $9,721-97.7% | $8,859-97.4% | $12,270-98.1% |