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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,209 | $166,089-57.7% | $164,928-57.4% | $145,978-51.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.59% | 100.26%-87.7pp | 70.08%-57.5pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,807 | $5,276-46.8% | $4,343-35.4% | $4,662-39.8% |
| Participant deferral / active EE | $6,914 | $6,961-0.7% | $6,034+14.6% | $6,690+3.4% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |