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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,177 | $76,368-21.2% | $67,681-11.1% | $154,746-61.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 22.67% | 1066.77%-1044.1pp | 590.58%-567.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $3,992 | $3,151+26.7% | $2,678+49.1% | $4,379-8.8% |
| Participant deferral / active EE | $9,203 | $4,824+90.8% | $3,976+131.5% | $6,730+36.7% |
| Admin fee / account holder | $123 | $8,559-98.6% | $6,100-98.0% | $14,365-99.1% |