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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,384 | $111,830-38.8% | $93,696-27.0% | $145,884-53.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 26.07% | 204.08%-178.0pp | 133.74%-107.7pp | 551.85%-525.8pp |
| Employer contribution / active EE | $1,557 | $3,093-49.7% | $2,422-35.7% | $4,662-66.6% |
| Participant deferral / active EE | $2,022 | $4,920-58.9% | $4,417-54.2% | $6,690-69.8% |
| Admin fee / account holder | $182 | $10,249-98.2% | $8,287-97.8% | $13,392-98.6% |