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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,762 | $183,592-54.4% | $155,567-46.2% | $145,959-42.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 23.76% | 61.24%-37.5pp | 64.74%-41.0pp | 561.95%-538.2pp |
| Employer contribution / active EE | $1,863 | $5,315-64.9% | $4,674-60.1% | $4,661-60.0% |
| Participant deferral / active EE | $5,375 | $6,464-16.9% | $5,628-4.5% | $6,689-19.6% |
| Admin fee / account holder | $5 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |