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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,349 | $68,412+4.3% | $94,679-24.6% | $75,181-5.1% |
| Participation rate | 78.3% | 76.1%+2.3pp | 80.8%-2.5pp | 67.2%+11.1pp |
| Annual return | 23.89% | 616.91%-593.0pp | 156.75%-132.9pp | 160.69%-136.8pp |
| Employer contribution / active EE | $3,909 | $2,701+44.7% | $3,673+6.4% | $2,671+46.4% |
| Participant deferral / active EE | $8,956 | $6,537+37.0% | $7,417+20.7% | $4,126+117.1% |
| Admin fee / account holder | $171 | $5,326-96.8% | $7,233-97.6% | $5,650-97.0% |