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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,209 | $183,592-61.2% | $155,567-54.2% | $145,959-51.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.69% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,010 | $5,315-62.2% | $4,674-57.0% | $4,661-56.9% |
| Participant deferral / active EE | $4,961 | $6,464-23.3% | $5,628-11.9% | $6,689-25.8% |
| Admin fee / account holder | $17 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |