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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,028 | $100,911-35.6% | $90,440-28.1% | $158,966-59.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 18.12% | 1726.62%-1708.5pp | 1294.38%-1276.3pp | 302.95%-284.8pp |
| Employer contribution / active EE | $5,989 | $3,690+62.3% | $3,263+83.5% | $4,762+25.8% |
| Participant deferral / active EE | $8,452 | $4,348+94.4% | $3,964+113.2% | $5,983+41.3% |
| Admin fee / account holder | $123 | $6,507-98.1% | $5,615-97.8% | $11,250-98.9% |