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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,985 | $102,422-17.0% | $147,117-42.2% | $80,959+5.0% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 12.03% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,585 | $3,717-30.5% | $4,932-47.6% | $2,757-6.2% |
| Participant deferral / active EE | $6,049 | $6,652-9.1% | $8,065-25.0% | $4,300+40.7% |
| Admin fee / account holder | $239 | $7,953-97.0% | $12,993-98.2% | $6,925-96.5% |