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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,719 | $167,030-57.7% | $135,768-47.9% | $155,188-54.4% |
| Participation rate | 71.4% | 76.2%-4.7pp | 71.1%+0.4pp | 80.8%-9.4pp |
| Annual return | 14.57% | 678.39%-663.8pp | 526.10%-511.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $4,077 | $4,132-1.4% | $3,394+20.1% | $4,248-4.0% |
| Participant deferral / active EE | $4,763 | $4,528+5.2% | $3,977+19.8% | $6,531-27.1% |
| Admin fee / account holder | $283 | $8,172-96.5% | $7,048-96.0% | $14,480-98.0% |