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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,169 | $111,535-43.4% | $105,223-40.0% | $137,256-54.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.98% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,075 | $3,939+3.4% | $3,689+10.5% | $4,156-2.0% |
| Participant deferral / active EE | $6,303 | $5,500+14.6% | $5,072+24.3% | $6,407-1.6% |
| Admin fee / account holder | $236 | $9,721-97.6% | $8,859-97.3% | $12,270-98.1% |