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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,803 | $76,634-18.0% | $56,054+12.0% | $145,978-57.0% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 15.83% | 3004.33%-2988.5pp | 1705.95%-1690.1pp | 550.52%-534.7pp |
| Employer contribution / active EE | $1,276 | $1,380-7.6% | $1,039+22.8% | $4,662-72.6% |
| Participant deferral / active EE | $2,742 | $2,622+4.6% | $1,952+40.5% | $6,690-59.0% |
| Admin fee / account holder | $72 | $3,321-97.8% | $2,822-97.4% | $13,400-99.5% |