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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,343 | $63,346+7.9% | $92,240-25.9% | $70,126-2.5% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 14.25% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,437 | $2,471-41.9% | $3,680-60.9% | $2,343-38.7% |
| Participant deferral / active EE | $4,825 | $2,854+69.1% | $3,897+23.8% | $3,332+44.8% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |