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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,498 | $111,535-32.3% | $105,223-28.2% | $137,256-45.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 17.79% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,351 | $3,939-40.3% | $3,689-36.3% | $4,156-43.4% |
| Participant deferral / active EE | $4,458 | $5,500-18.9% | $5,072-12.1% | $6,407-30.4% |
| Admin fee / account holder | $12 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |