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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,980 | $106,918-36.4% | $84,021-19.1% | $152,897-55.5% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 18.04% | 105.01%-87.0pp | 71.32%-53.3pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,640 | $2,735-40.0% | $1,984-17.3% | $4,764-65.6% |
| Participant deferral / active EE | $5,533 | $4,012+37.9% | $3,239+70.8% | $5,851-5.4% |
| Admin fee / account holder | $276 | $8,288-96.7% | $6,102-95.5% | $11,599-97.6% |