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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,067 | $106,918-36.3% | $84,021-19.0% | $152,897-55.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 22.79% | 105.01%-82.2pp | 71.32%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,090 | $2,735-60.2% | $1,984-45.1% | $4,764-77.1% |
| Participant deferral / active EE | $2,883 | $4,012-28.1% | $3,239-11.0% | $5,851-50.7% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |