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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,241 | $154,209-50.6% | $130,062-41.4% | $139,487-45.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 21.05% | 32.52%-11.5pp | -137.37%+158.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $2,898 | $5,292-45.2% | $4,322-32.9% | $4,755-39.0% |
| Participant deferral / active EE | $6,142 | $6,709-8.5% | $5,821+5.5% | $6,713-8.5% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |