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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,959 | $85,766-2.1% | $136,298-38.4% | $70,126+19.7% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 25.29% | 31.46%-6.2pp | 5156.27%-5131.0pp | 73.15%-47.9pp |
| Employer contribution / active EE | $2,215 | $2,966-25.3% | $4,696-52.8% | $2,343-5.4% |
| Participant deferral / active EE | $5,433 | $5,051+7.6% | $6,247-13.0% | $3,332+63.1% |
| Admin fee / account holder | $5 | $5,421-99.9% | $9,244-100.0% | $4,645-99.9% |