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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,035 | $165,399-64.9% | $149,745-61.2% | $158,982-63.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 28.19% | 348.34%-320.1pp | 276.72%-248.5pp | 302.99%-274.8pp |
| Employer contribution / active EE | $3,021 | $5,105-40.8% | $4,646-35.0% | $4,763-36.6% |
| Participant deferral / active EE | $7,295 | $7,183+1.6% | $6,843+6.6% | $5,983+21.9% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |