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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,984 | $100,938-14.8% | $90,461-4.9% | $158,982-45.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 8.16% | 1727.20%-1719.0pp | 1294.76%-1286.6pp | 302.99%-294.8pp |
| Employer contribution / active EE | $3,666 | $3,691-0.7% | $3,264+12.3% | $4,763-23.0% |
| Participant deferral / active EE | $4,528 | $4,350+4.1% | $3,964+14.2% | $5,983-24.3% |
| Admin fee / account holder | $25 | $6,510-99.6% | $5,617-99.6% | $11,252-99.8% |