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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,762 | $183,592-54.4% | $155,574-46.2% | $145,877-42.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 23.76% | 61.37%-37.6pp | 64.87%-41.1pp | 551.28%-527.5pp |
| Employer contribution / active EE | $1,863 | $5,317-65.0% | $4,676-60.2% | $4,663-60.0% |
| Participant deferral / active EE | $5,375 | $6,466-16.9% | $5,629-4.5% | $6,691-19.7% |
| Admin fee / account holder | $5 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |