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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,280 | $57,312+5.2% | $86,617-30.4% | $75,181-19.8% |
| Participation rate | 86.3% | 63.2%+23.1pp | 71.7%+14.6pp | 67.2%+19.1pp |
| Annual return | 19.00% | 2672.78%-2653.8pp | 591.91%-572.9pp | 160.69%-141.7pp |
| Employer contribution / active EE | $3,516 | $2,315+51.8% | $3,023+16.3% | $2,671+31.7% |
| Participant deferral / active EE | $5,580 | $3,319+68.1% | $4,437+25.8% | $4,126+35.3% |
| Admin fee / account holder | $0 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |