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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,420 | $289,211-79.1% | $260,467-76.8% | $198,609-69.6% |
| Participation rate | 85.7% | 83.1%+2.6pp | 80.5%+5.3pp | 82.4%+3.3pp |
| Annual return | 16.64% | 112.90%-96.3pp | 100.60%-84.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,901 | $4,663-37.8% | $4,239-31.6% | $5,055-42.6% |
| Participant deferral / active EE | $5,794 | $6,812-14.9% | $6,319-8.3% | $6,977-16.9% |
| Admin fee / account holder | $20 | $16,236-99.9% | $15,461-99.9% | $19,030-99.9% |