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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,899 | $102,422-35.7% | $147,117-55.2% | $80,959-18.6% |
| Participation rate | 74.2% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 14.25% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,004 | $3,717-46.1% | $4,932-59.4% | $2,757-27.3% |
| Participant deferral / active EE | $7,346 | $6,652+10.4% | $8,065-8.9% | $4,300+70.8% |
| Admin fee / account holder | $6 | $7,953-99.9% | $12,993-100.0% | $6,925-99.9% |