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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,659 | $99,652-29.1% | $78,778-10.3% | $147,586-52.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 22.41% | 47.28%-24.9pp | 35.62%-13.2pp | 578.59%-556.2pp |
| Employer contribution / active EE | $1,820 | $2,796-34.9% | $1,986-8.3% | $4,876-62.7% |
| Participant deferral / active EE | $2,801 | $3,664-23.6% | $2,958-5.3% | $5,439-48.5% |
| Admin fee / account holder | $13 | $7,155-99.8% | $5,134-99.8% | $10,886-99.9% |