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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,695 | $112,131-37.0% | $95,964-26.3% | $158,982-55.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 14.58% | 171.19%-156.6pp | 91.64%-77.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $4,705 | $3,199+47.1% | $2,541+85.1% | $4,763-1.2% |
| Participant deferral / active EE | $2,068 | $4,784-56.8% | $4,167-50.4% | $5,983-65.4% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |