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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,665 | $125,193-36.4% | $105,591-24.6% | $145,978-45.4% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 19.96% | 225.53%-205.6pp | 116.43%-96.5pp | 550.52%-530.6pp |
| Employer contribution / active EE | $1,834 | $3,718-50.7% | $3,166-42.1% | $4,662-60.7% |
| Participant deferral / active EE | $4,115 | $5,708-27.9% | $5,008-17.8% | $6,690-38.5% |
| Admin fee / account holder | $62 | $17,277-99.6% | $11,024-99.4% | $13,400-99.5% |