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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,665 | $100,203-34.5% | $85,240-23.0% | $145,897-55.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 14.91% | 84.28%-69.4pp | 66.75%-51.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,205 | $3,242-62.8% | $2,735-55.9% | $4,663-74.2% |
| Participant deferral / active EE | $9,325 | $5,299+76.0% | $4,527+106.0% | $6,689+39.4% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |