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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,772 | $118,875-11.9% | $96,572+8.5% | $167,553-37.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 38.82% | 50.50%-11.7pp | 37.79%+1.0pp | 478.89%-440.1pp |
| Employer contribution / active EE | $1,371 | $3,121-56.1% | $2,357-41.9% | $4,840-71.7% |
| Participant deferral / active EE | $6,625 | $4,617+43.5% | $3,850+72.1% | $6,343+4.5% |
| Admin fee / account holder | $15 | $8,070-99.8% | $6,183-99.8% | $12,316-99.9% |