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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,059 | $112,121-40.2% | $95,960-30.1% | $158,966-57.8% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 6.60% | 171.16%-164.6pp | 91.63%-85.0pp | 302.95%-296.4pp |
| Employer contribution / active EE | $3,672 | $3,199+14.8% | $2,541+44.5% | $4,762-22.9% |
| Participant deferral / active EE | $6,210 | $4,784+29.8% | $4,167+49.0% | $5,983+3.8% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |