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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,092 | $88,754-14.3% | $81,820-7.0% | $145,877-47.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 11.72% | 1031.77%-1020.1pp | 777.93%-766.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,572 | $3,085-49.1% | $2,915-46.1% | $4,663-66.3% |
| Participant deferral / active EE | $7,762 | $4,648+67.0% | $4,323+79.6% | $6,691+16.0% |
| Admin fee / account holder | $30 | $8,424-99.6% | $7,391-99.6% | $13,402-99.8% |