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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,424 | $100,938-33.2% | $90,461-25.5% | $158,982-57.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.27% | 1727.20%-1708.9pp | 1294.76%-1276.5pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,865 | $3,691-49.5% | $3,264-42.8% | $4,763-60.8% |
| Participant deferral / active EE | $5,985 | $4,350+37.6% | $3,964+51.0% | $5,9830% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |