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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,656 | $111,785-24.3% | $93,669-9.6% | $145,877-42.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.44% | 203.79%-191.3pp | 133.59%-121.1pp | 551.28%-538.8pp |
| Employer contribution / active EE | $15,176 | $3,096+390.2% | $2,424+526.2% | $4,663+225.5% |
| Participant deferral / active EE | $11,500 | $4,919+133.8% | $4,416+160.4% | $6,691+71.9% |
| Admin fee / account holder | $217 | $10,256-97.9% | $8,291-97.4% | $13,402-98.4% |