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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,313 | $107,353-28.9% | $92,903-17.9% | $152,885-50.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 20.31% | 145.62%-125.3pp | 109.43%-89.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $2,886 | $4,222-31.6% | $3,653-21.0% | $4,763-39.4% |
| Participant deferral / active EE | $4,645 | $4,848-4.2% | $4,238+9.6% | $5,851-20.6% |
| Admin fee / account holder | $206 | $7,081-97.1% | $5,795-96.5% | $11,598-98.2% |