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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,015 | $106,918-24.2% | $84,021-3.6% | $152,897-47.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 19.41% | 105.01%-85.6pp | 71.32%-51.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $2,713 | $2,735-0.8% | $1,984+36.7% | $4,764-43.1% |
| Participant deferral / active EE | $4,891 | $4,012+21.9% | $3,239+51.0% | $5,851-16.4% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |