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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,151 | $103,038-28.0% | $90,324-17.9% | $152,909-51.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 21.02% | 95.25%-74.2pp | 78.15%-57.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $5,843 | $3,141+86.0% | $2,856+104.6% | $4,764+22.6% |
| Participant deferral / active EE | $3,147 | $4,282-26.5% | $3,885-19.0% | $5,851-46.2% |
| Admin fee / account holder | $32 | $6,177-99.5% | $5,356-99.4% | $11,601-99.7% |