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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,420 | $180,749-66.6% | $160,784-62.4% | $137,256-56.0% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 16.64% | 2234.46%-2217.8pp | 1803.92%-1787.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,901 | $4,155-30.2% | $3,733-22.3% | $4,156-30.2% |
| Participant deferral / active EE | $5,794 | $6,844-15.3% | $6,293-7.9% | $6,407-9.6% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |