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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,713 | $203,436-11.2% | $152,466+18.5% | $167,518+7.9% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.2%+7.5pp | 82.1%+3.6pp |
| Annual return | 10.52% | 13.80%-3.3pp | 757.33%-746.8pp | 478.71%-468.2pp |
| Employer contribution / active EE | $3,519 | $5,220-32.6% | $4,327-18.7% | $4,838-27.3% |
| Participant deferral / active EE | $5,659 | $6,716-15.7% | $5,820-2.8% | $6,342-10.8% |
| Admin fee / account holder | $262 | $22,506-98.8% | $15,805-98.3% | $12,312-97.9% |