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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,332 | $63,342+3.1% | $92,236-29.2% | $70,131-6.8% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 16.59% | 530.15%-513.6pp | 176.29%-159.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $4,028 | $2,471+63.0% | $3,679+9.5% | $2,342+72.0% |
| Participant deferral / active EE | $1,189 | $2,854-58.3% | $3,897-69.5% | $3,332-64.3% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |