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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,668 | $68,398-11.3% | $94,664-35.9% | $75,173-19.3% |
| Participation rate | 94.6% | 76.1%+18.5pp | 80.8%+13.8pp | 67.2%+27.4pp |
| Annual return | 30.06% | 616.72%-586.7pp | 156.84%-126.8pp | 160.72%-130.7pp |
| Employer contribution / active EE | $6,253 | $2,701+131.5% | $3,673+70.3% | $2,671+134.1% |
| Participant deferral / active EE | $13,060 | $6,537+99.8% | $7,417+76.1% | $4,126+216.5% |
| Admin fee / account holder | $239 | $5,324-95.5% | $7,222-96.7% | $5,651-95.8% |