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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,665 | $125,184-36.4% | $105,607-24.6% | $145,884-45.4% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 19.96% | 225.00%-205.0pp | 116.11%-96.1pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,834 | $3,720-50.7% | $3,167-42.1% | $4,662-60.7% |
| Participant deferral / active EE | $4,115 | $5,714-28.0% | $5,011-17.9% | $6,690-38.5% |
| Admin fee / account holder | $62 | $17,133-99.6% | $10,958-99.4% | $13,392-99.5% |