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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,419 | $157,296-51.4% | $141,191-45.9% | $152,897-50.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 22.18% | 64.34%-42.2pp | 71.41%-49.2pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,759 | $5,262-66.6% | $4,736-62.9% | $4,764-63.1% |
| Participant deferral / active EE | $6,017 | $7,111-15.4% | $6,710-10.3% | $5,851+2.8% |
| Admin fee / account holder | $146 | $12,125-98.8% | $10,264-98.6% | $11,599-98.7% |