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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,014 | $58,311+8.1% | $81,882-23.0% | $80,959-22.2% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 18.39% | 41.85%-23.5pp | 779.47%-761.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $7,629 | $2,347+225.1% | $2,916+161.6% | $2,757+176.7% |
| Participant deferral / active EE | $5,626 | $3,287+71.2% | $4,323+30.1% | $4,300+30.8% |
| Admin fee / account holder | $204 | $4,752-95.7% | $7,360-97.2% | $6,925-97.1% |