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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,448 | $115,796-21.0% | $101,264-9.7% | $158,950-42.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 35.27% | 56.15%-20.9pp | 46.48%-11.2pp | 302.91%-267.6pp |
| Employer contribution / active EE | $1,014 | $4,175-75.7% | $3,660-72.3% | $4,762-78.7% |
| Participant deferral / active EE | $3,689 | $4,958-25.6% | $4,370-15.6% | $5,983-38.3% |
| Admin fee / account holder | $34 | $7,247-99.5% | $5,947-99.4% | $11,248-99.7% |