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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,489 | $112,935-43.8% | $90,970-30.2% | $158,966-60.1% |
| Participation rate | 88.9% | 74.7%+14.1pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 9.79% | 215.79%-206.0pp | 134.58%-124.8pp | 302.95%-293.2pp |
| Employer contribution / active EE | $2,987 | $2,895+3.2% | $2,122+40.7% | $4,762-37.3% |
| Participant deferral / active EE | $8,854 | $4,129+114.5% | $3,373+162.5% | $5,983+48.0% |
| Admin fee / account holder | $80 | $8,045-99.0% | $5,960-98.7% | $11,250-99.3% |