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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,209 | $166,268-57.8% | $165,100-57.5% | $145,897-51.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.59% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,807 | $5,284-46.9% | $4,348-35.4% | $4,663-39.8% |
| Participant deferral / active EE | $6,914 | $6,964-0.7% | $6,035+14.6% | $6,689+3.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |