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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,398 | $76,519-9.3% | $56,025+23.9% | $145,897-52.4% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 12.75% | 3017.03%-3004.3pp | 1712.69%-1699.9pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,206 | $1,383-12.8% | $1,042+15.8% | $4,663-74.1% |
| Participant deferral / active EE | $6,722 | $2,624+156.1% | $1,955+243.9% | $6,689+0.5% |
| Admin fee / account holder | $39 | $3,331-98.8% | $2,828-98.6% | $13,390-99.7% |