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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,685 | $171,492-50.6% | $150,734-43.8% | $198,609-57.4% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 22.21% | 804.70%-782.5pp | 600.81%-578.6pp | 202.70%-180.5pp |
| Employer contribution / active EE | $2,723 | $5,470-50.2% | $4,918-44.6% | $5,055-46.1% |
| Participant deferral / active EE | $8,740 | $6,259+39.6% | $5,610+55.8% | $6,977+25.3% |
| Admin fee / account holder | $20 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |