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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,411 | $88,815-21.8% | $81,882-15.2% | $145,897-52.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 16.07% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,158 | $3,086+2.3% | $2,916+8.3% | $4,663-32.3% |
| Participant deferral / active EE | $6,084 | $4,647+30.9% | $4,323+40.7% | $6,689-9.1% |
| Admin fee / account holder | $55 | $8,434-99.3% | $7,360-99.3% | $13,390-99.6% |