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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,939 | $157,276-51.7% | $141,177-46.2% | $152,885-50.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 28.35% | 64.33%-36.0pp | 71.40%-43.0pp | 345.39%-317.0pp |
| Employer contribution / active EE | $2,761 | $5,262-47.5% | $4,736-41.7% | $4,763-42.0% |
| Participant deferral / active EE | $5,553 | $7,110-21.9% | $6,710-17.2% | $5,851-5.1% |
| Admin fee / account holder | $21 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |