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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,063 | $112,121-33.1% | $95,960-21.8% | $158,966-52.8% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 15.49% | 171.16%-155.7pp | 91.63%-76.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,851 | $3,199-42.1% | $2,541-27.2% | $4,762-61.1% |
| Participant deferral / active EE | $6,963 | $4,784+45.5% | $4,167+67.1% | $5,983+16.4% |
| Admin fee / account holder | $16 | $10,135-99.8% | $6,797-99.8% | $11,250-99.9% |