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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,327 | $61,789+18.7% | $97,167-24.5% | $80,874-9.3% |
| Participation rate | 97.3% | 63.5%+33.8pp | 72.7%+24.6pp | 67.6%+29.7pp |
| Annual return | 11.25% | -557.90%+569.2pp | 75.27%-64.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,922 | $1,837+4.7% | $2,729-29.6% | $2,756-30.2% |
| Participant deferral / active EE | $2,496 | $3,028-17.6% | $4,264-41.5% | $4,297-41.9% |
| Admin fee / account holder | $24 | $5,168-99.5% | $5,650-99.6% | $6,935-99.7% |