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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,531 | $118,695-45.6% | $98,916-34.8% | $158,950-59.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 26.35% | 372.39%-346.0pp | 196.45%-170.1pp | 302.91%-276.6pp |
| Employer contribution / active EE | $8,727 | $3,333+161.8% | $2,689+224.5% | $4,762+83.3% |
| Participant deferral / active EE | $8,355 | $5,088+64.2% | $4,245+96.8% | $5,983+39.6% |
| Admin fee / account holder | $258 | $10,132-97.5% | $6,642-96.1% | $11,248-97.7% |