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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,532 | $111,535-39.5% | $105,223-35.8% | $137,256-50.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 20.81% | 237.85%-217.0pp | 180.65%-159.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,525 | $3,939-61.3% | $3,689-58.7% | $4,156-63.3% |
| Participant deferral / active EE | $7,818 | $5,500+42.2% | $5,072+54.2% | $6,407+22.0% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.8% | $12,270-99.9% |