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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,336 | $63,346-4.8% | $92,240-34.6% | $70,126-14.0% |
| Participation rate | 75.8% | 68.7%+7.1pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 18.01% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,747 | $2,471-29.3% | $3,680-52.5% | $2,343-25.4% |
| Participant deferral / active EE | $3,708 | $2,854+29.9% | $3,897-4.9% | $3,332+11.3% |
| Admin fee / account holder | $4 | $3,841-99.9% | $5,194-99.9% | $4,645-99.9% |