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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,475 | $72,071-3.6% | $68,368+1.6% | $137,256-49.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 21.92% | 353.14%-331.2pp | 292.57%-270.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,105 | $2,788+47.2% | $2,649+55.0% | $4,156-1.2% |
| Participant deferral / active EE | $2,534 | $4,410-42.5% | $4,123-38.5% | $6,407-60.5% |
| Admin fee / account holder | $30 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |