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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,556 | $107,941-17.0% | $91,994-2.7% | $152,897-41.4% |
| Participation rate | 94.4% | 81.2%+13.3pp | 78.6%+15.8pp | 82.5%+12.0pp |
| Annual return | 29.03% | 89.28%-60.2pp | 69.04%-40.0pp | 345.43%-316.4pp |
| Employer contribution / active EE | $3,408 | $4,212-19.1% | $3,453-1.3% | $4,764-28.5% |
| Participant deferral / active EE | $5,414 | $6,366-14.9% | $5,924-8.6% | $5,851-7.5% |
| Admin fee / account holder | $285 | $10,521-97.3% | $7,744-96.3% | $11,599-97.5% |