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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,718 | $142,430-53.2% | $115,170-42.1% | $152,897-56.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 25.84% | 41.48%-15.6pp | 35.60%-9.8pp | 345.43%-319.6pp |
| Employer contribution / active EE | $1,330 | $4,011-66.8% | $3,179-58.2% | $4,764-72.1% |
| Participant deferral / active EE | $2,176 | $5,165-57.9% | $4,169-47.8% | $5,851-62.8% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |