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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,838 | $129,737-47.7% | $119,126-43.1% | $154,746-56.2% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 18.77% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,086 | $4,375-75.2% | $4,034-73.1% | $4,379-75.2% |
| Participant deferral / active EE | $7,605 | $5,842+30.2% | $5,318+43.0% | $6,730+13.0% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |