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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,873 | $111,535-27.5% | $105,223-23.1% | $137,256-41.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 13.86% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,180 | $3,939-44.7% | $3,689-40.9% | $4,156-47.5% |
| Participant deferral / active EE | $4,941 | $5,500-10.2% | $5,072-2.6% | $6,407-22.9% |
| Admin fee / account holder | $212 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |