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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,503 | $85,766-7.3% | $136,298-41.7% | $70,126+13.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 19.59% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $2,244 | $2,966-24.4% | $4,696-52.2% | $2,343-4.2% |
| Participant deferral / active EE | $4,090 | $5,051-19.0% | $6,247-34.5% | $3,332+22.8% |
| Admin fee / account holder | $24 | $5,421-99.6% | $9,244-99.7% | $4,645-99.5% |