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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,032 | $100,911-29.6% | $90,440-21.5% | $158,966-55.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 23.34% | 1726.62%-1703.3pp | 1294.38%-1271.0pp | 302.95%-279.6pp |
| Employer contribution / active EE | $2,825 | $3,690-23.5% | $3,263-13.4% | $4,762-40.7% |
| Participant deferral / active EE | $10,626 | $4,348+144.4% | $3,964+168.1% | $5,983+77.6% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |