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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,900 | $107,363-16.3% | $92,909-3.2% | $152,897-41.2% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.5%+4.2pp |
| Annual return | 22.41% | 145.63%-123.2pp | 109.44%-87.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,506 | $4,222-64.3% | $3,653-58.8% | $4,764-68.4% |
| Participant deferral / active EE | $1,863 | $4,848-61.6% | $4,238-56.0% | $5,851-68.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |