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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,051 | $115,814-36.1% | $101,275-26.9% | $158,982-53.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 16.89% | 56.16%-39.3pp | 46.48%-29.6pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,293 | $4,176-69.0% | $3,660-64.7% | $4,763-72.9% |
| Participant deferral / active EE | $8,920 | $4,958+79.9% | $4,371+104.1% | $5,983+49.1% |
| Admin fee / account holder | $203 | $7,249-97.2% | $5,948-96.6% | $11,252-98.2% |