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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,665 | $126,519-37.0% | $106,201-25.0% | $145,959-45.4% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 19.96% | 225.10%-205.1pp | 116.26%-96.3pp | 561.95%-542.0pp |
| Employer contribution / active EE | $1,834 | $3,726-50.8% | $3,170-42.1% | $4,661-60.7% |
| Participant deferral / active EE | $4,115 | $5,716-28.0% | $5,012-17.9% | $6,689-38.5% |
| Admin fee / account holder | $62 | $17,312-99.6% | $11,039-99.4% | $13,398-99.5% |