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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,565 | $88,815-27.3% | $81,882-21.1% | $145,897-55.7% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 27.26% | 1033.75%-1006.5pp | 779.47%-752.2pp | 552.29%-525.0pp |
| Employer contribution / active EE | $2,176 | $3,086-29.5% | $2,916-25.4% | $4,663-53.3% |
| Participant deferral / active EE | $7,166 | $4,647+54.2% | $4,323+65.8% | $6,689+7.1% |
| Admin fee / account holder | $17 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |