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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,950 | $111,785-34.7% | $93,669-22.1% | $145,877-50.0% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-7.0pp |
| Annual return | 13.29% | 203.79%-190.5pp | 133.59%-120.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,962 | $3,096-4.3% | $2,424+22.2% | $4,663-36.5% |
| Participant deferral / active EE | $6,413 | $4,919+30.4% | $4,416+45.2% | $6,691-4.2% |
| Admin fee / account holder | $8 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |