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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,045 | $126,113-42.9% | $116,096-37.9% | $155,188-53.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 73.3%+6.7pp | 80.8%-0.8pp |
| Annual return | 11.30% | 391.72%-380.4pp | 326.25%-314.9pp | 148.84%-137.5pp |
| Employer contribution / active EE | $4,458 | $2,672+66.9% | $2,503+78.1% | $4,248+4.9% |
| Participant deferral / active EE | $2,125 | $4,162-48.9% | $3,952-46.2% | $6,531-67.5% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |