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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,948 | $102,393-9.2% | $147,041-36.8% | $80,911+14.9% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 16.76% | 134.95%-118.2pp | 419.21%-402.4pp | 35.63%-18.9pp |
| Employer contribution / active EE | $3,320 | $3,715-10.6% | $4,935-32.7% | $2,756+20.5% |
| Participant deferral / active EE | $7,231 | $6,647+8.8% | $8,071-10.4% | $4,297+68.3% |
| Admin fee / account holder | $199 | $7,943-97.5% | $13,006-98.5% | $6,935-97.1% |