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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,588 | $81,664-12.3% | $70,476+1.6% | $158,966-55.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.33% | 208.59%-186.3pp | 109.12%-86.8pp | 302.95%-280.6pp |
| Employer contribution / active EE | $2,434 | $3,219-24.4% | $2,738-11.1% | $4,762-48.9% |
| Participant deferral / active EE | $5,972 | $4,556+31.1% | $3,710+61.0% | $5,983-0.2% |
| Admin fee / account holder | $156 | $6,197-97.5% | $3,847-95.9% | $11,250-98.6% |