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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,414 | $176,105-53.2% | $159,474-48.3% | $167,536-50.8% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 10.34% | 331.91%-321.6pp | 263.68%-253.3pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,610 | $5,299-69.6% | $4,831-66.7% | $4,839-66.7% |
| Participant deferral / active EE | $6,103 | $7,751-21.3% | $7,353-17.0% | $6,342-3.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |