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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,552 | $111,535-38.5% | $105,223-34.9% | $137,256-50.1% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 15.89% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,139 | $3,939-71.1% | $3,689-69.1% | $4,156-72.6% |
| Participant deferral / active EE | $13,506 | $5,500+145.6% | $5,072+166.3% | $6,407+110.8% |
| Admin fee / account holder | $152 | $9,721-98.4% | $8,859-98.3% | $12,270-98.8% |