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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,624 | $100,895-4.2% | $90,430+6.8% | $158,950-39.2% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 11.38% | 1725.54%-1714.2pp | 1293.73%-1282.3pp | 302.91%-291.5pp |
| Employer contribution / active EE | $1,592 | $3,689-56.8% | $3,262-51.2% | $4,762-66.6% |
| Participant deferral / active EE | $4,847 | $4,347+11.5% | $3,963+22.3% | $5,983-19.0% |
| Admin fee / account holder | $53 | $6,505-99.2% | $5,613-99.1% | $11,248-99.5% |