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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,875 | $115,814-42.3% | $101,275-34.0% | $158,982-57.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 20.40% | 56.16%-35.8pp | 46.48%-26.1pp | 302.99%-282.6pp |
| Employer contribution / active EE | $3,168 | $4,176-24.1% | $3,660-13.5% | $4,763-33.5% |
| Participant deferral / active EE | $7,457 | $4,958+50.4% | $4,371+70.6% | $5,983+24.6% |
| Admin fee / account holder | $23 | $7,249-99.7% | $5,948-99.6% | $11,252-99.8% |