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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,787 | $118,869-9.3% | $96,575+11.6% | $167,518-35.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 31.82% | 50.49%-18.7pp | 37.79%-6.0pp | 478.71%-446.9pp |
| Employer contribution / active EE | $2,465 | $3,120-21.0% | $2,357+4.6% | $4,838-49.1% |
| Participant deferral / active EE | $3,081 | $4,616-33.2% | $3,849-19.9% | $6,342-51.4% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |