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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,014 | $58,258+8.2% | $81,820-23.0% | $80,925-22.1% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 18.39% | 41.76%-23.4pp | 777.93%-759.5pp | 35.65%-17.3pp |
| Employer contribution / active EE | $7,629 | $2,345+225.3% | $2,915+161.7% | $2,756+176.8% |
| Participant deferral / active EE | $5,626 | $3,284+71.3% | $4,323+30.1% | $4,299+30.9% |
| Admin fee / account holder | $204 | $4,976-95.9% | $7,391-97.2% | $6,940-97.1% |