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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,229 | $176,105-58.4% | $159,474-54.1% | $167,536-56.3% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 17.53% | 331.91%-314.4pp | 263.68%-246.1pp | 478.82%-461.3pp |
| Employer contribution / active EE | $4,268 | $5,299-19.4% | $4,831-11.6% | $4,839-11.8% |
| Participant deferral / active EE | $7,303 | $7,751-5.8% | $7,353-0.7% | $6,342+15.1% |
| Admin fee / account holder | $139 | $12,559-98.9% | $10,802-98.7% | $12,315-98.9% |