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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,267 | $115,810-35.0% | $101,271-25.7% | $158,966-52.7% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.1pp | 82.0%+10.9pp |
| Annual return | 24.50% | 56.15%-31.7pp | 46.48%-22.0pp | 302.95%-278.4pp |
| Employer contribution / active EE | $2,394 | $4,175-42.7% | $3,660-34.6% | $4,762-49.7% |
| Participant deferral / active EE | $8,395 | $4,958+69.3% | $4,371+92.1% | $5,983+40.3% |
| Admin fee / account holder | $16 | $7,248-99.8% | $5,948-99.7% | $11,250-99.9% |