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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,336 | $63,342-4.7% | $92,236-34.6% | $70,131-14.0% |
| Participation rate | 75.8% | 68.7%+7.1pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 18.01% | 530.15%-512.1pp | 176.29%-158.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,747 | $2,471-29.3% | $3,679-52.5% | $2,342-25.4% |
| Participant deferral / active EE | $3,708 | $2,854+29.9% | $3,897-4.9% | $3,332+11.3% |
| Admin fee / account holder | $4 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |