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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,411 | $88,778-21.8% | $81,844-15.2% | $145,884-52.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 16.07% | 1033.03%-1017.0pp | 778.87%-762.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $3,158 | $3,087+2.3% | $2,916+8.3% | $4,662-32.3% |
| Participant deferral / active EE | $6,084 | $4,648+30.9% | $4,323+40.7% | $6,690-9.1% |
| Admin fee / account holder | $55 | $8,430-99.3% | $7,355-99.3% | $13,392-99.6% |