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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,297 | $165,399-59.9% | $149,745-55.7% | $158,982-58.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 22.18% | 348.34%-326.2pp | 276.72%-254.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $2,479 | $5,105-51.4% | $4,646-46.6% | $4,763-47.9% |
| Participant deferral / active EE | $4,764 | $7,183-33.7% | $6,843-30.4% | $5,983-20.4% |
| Admin fee / account holder | $62 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |