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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,532 | $134,817-49.9% | $123,973-45.5% | $155,188-56.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.7%+10.8pp | 80.8%+6.7pp |
| Annual return | 20.81% | 515.49%-494.7pp | 388.13%-367.3pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,525 | $4,425-65.5% | $4,126-63.0% | $4,248-64.1% |
| Participant deferral / active EE | $7,818 | $5,706+37.0% | $5,247+49.0% | $6,531+19.7% |
| Admin fee / account holder | $13 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |