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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,591 | $99,652-4.1% | $78,778+21.3% | $147,586-35.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 17.03% | 47.28%-30.3pp | 35.62%-18.6pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,048 | $2,796+9.0% | $1,986+53.5% | $4,876-37.5% |
| Participant deferral / active EE | $8,493 | $3,664+131.8% | $2,958+187.1% | $5,439+56.2% |
| Admin fee / account holder | $280 | $7,155-96.1% | $5,134-94.5% | $10,886-97.4% |