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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,795 | $111,785-34.0% | $93,669-21.2% | $145,877-49.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 15.21% | 203.79%-188.6pp | 133.59%-118.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,971 | $3,096-4.0% | $2,424+22.6% | $4,663-36.3% |
| Participant deferral / active EE | $5,007 | $4,919+1.8% | $4,416+13.4% | $6,691-25.2% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |