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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,725 | $76,522-16.7% | $56,033+13.7% | $145,884-56.3% |
| Participation rate | 76.2% | 63.2%+13.0pp | 52.5%+23.7pp | 80.3%-4.1pp |
| Annual return | 14.98% | 3014.28%-2999.3pp | 1711.38%-1696.4pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,687 | $1,382+22.0% | $1,041+62.0% | $4,662-63.8% |
| Participant deferral / active EE | $5,307 | $2,624+102.2% | $1,954+171.6% | $6,690-20.7% |
| Admin fee / account holder | $142 | $3,328-95.7% | $2,827-95.0% | $13,392-98.9% |