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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,388 | $176,120-62.9% | $159,487-59.0% | $167,553-61.0% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 12.48% | 331.95%-319.5pp | 263.71%-251.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,861 | $5,299-64.9% | $4,831-61.5% | $4,840-61.5% |
| Participant deferral / active EE | $7,747 | $7,752-0.1% | $7,354+5.4% | $6,343+22.1% |
| Admin fee / account holder | $197 | $12,561-98.4% | $10,804-98.2% | $12,316-98.4% |