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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,498 | $114,119-33.8% | $107,187-29.6% | $138,895-45.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 17.79% | 273.21%-255.4pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,351 | $4,059-42.1% | $3,782-37.8% | $4,194-43.9% |
| Participant deferral / active EE | $4,458 | $5,538-19.5% | $5,096-12.5% | $6,396-30.3% |
| Admin fee / account holder | $12 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |