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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,137 | $100,203-39.0% | $85,240-28.3% | $145,897-58.1% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.0pp | 80.3%-1.7pp |
| Annual return | 21.24% | 84.28%-63.0pp | 66.75%-45.5pp | 552.29%-531.1pp |
| Employer contribution / active EE | $3,455 | $3,242+6.6% | $2,735+26.3% | $4,663-25.9% |
| Participant deferral / active EE | $6,301 | $5,299+18.9% | $4,527+39.2% | $6,689-5.8% |
| Admin fee / account holder | $263 | $7,265-96.4% | $6,165-95.7% | $13,390-98.0% |