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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,837 | $49,199+33.8% | $121,204-45.7% | $75,173-12.4% |
| Participation rate | 81.0% | 55.4%+25.5pp | 69.5%+11.4pp | 67.2%+13.7pp |
| Annual return | 23.26% | 56.04%-32.8pp | 987.18%-963.9pp | 160.72%-137.5pp |
| Employer contribution / active EE | $5,280 | $1,547+241.2% | $4,170+26.6% | $2,671+97.7% |
| Participant deferral / active EE | $9,886 | $2,630+275.9% | $4,083+142.2% | $4,126+139.6% |
| Admin fee / account holder | $212 | $3,946-94.6% | $5,651-96.2% | $5,651-96.2% |