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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,427 | $115,814-21.1% | $101,275-9.7% | $158,982-42.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 12.97% | 56.16%-43.2pp | 46.48%-33.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,731 | $4,176-58.6% | $3,660-52.7% | $4,763-63.7% |
| Participant deferral / active EE | $2,780 | $4,958-43.9% | $4,371-36.4% | $5,983-53.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |