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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,719 | $154,754-54.3% | $124,206-43.1% | $138,895-49.1% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.6%+1.8pp | 79.9%-8.5pp |
| Annual return | 14.57% | 709.28%-694.7pp | 515.27%-500.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $4,077 | $4,446-8.3% | $3,540+15.2% | $4,194-2.8% |
| Participant deferral / active EE | $4,763 | $4,621+3.1% | $3,968+20.1% | $6,396-25.5% |
| Admin fee / account holder | $283 | $6,690-95.8% | $5,929-95.2% | $12,562-97.7% |