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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,036 | $118,869-46.1% | $96,575-33.7% | $167,518-61.8% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 70.91% | 50.49%+20.4pp | 37.79%+33.1pp | 478.71%-407.8pp |
| Employer contribution / active EE | $1,644 | $3,120-47.3% | $2,357-30.3% | $4,838-66.0% |
| Participant deferral / active EE | $2,131 | $4,616-53.8% | $3,849-44.6% | $6,342-66.4% |
| Admin fee / account holder | $267 | $8,067-96.7% | $6,182-95.7% | $12,312-97.8% |