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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,294 | $72,071-2.5% | $68,368+2.8% | $137,256-48.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 20.05% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,927 | $2,788-30.9% | $2,649-27.2% | $4,156-53.6% |
| Participant deferral / active EE | $5,341 | $4,410+21.1% | $4,123+29.5% | $6,407-16.6% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |