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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,567 | $176,402-42.4% | $134,162-24.3% | $158,982-36.1% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 16.11% | 63.66%-47.5pp | 36.35%-20.2pp | 302.99%-286.9pp |
| Employer contribution / active EE | $6,705 | $5,042+33.0% | $3,705+81.0% | $4,763+40.8% |
| Participant deferral / active EE | $1,054 | $4,093-74.2% | $3,500-69.9% | $5,983-82.4% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |