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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,625 | $109,344-26.3% | $89,400-9.8% | $158,950-49.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.05% | 345.73%-325.7pp | 245.64%-225.6pp | 302.91%-282.9pp |
| Employer contribution / active EE | $1,737 | $3,170-45.2% | $2,586-32.8% | $4,762-63.5% |
| Participant deferral / active EE | $4,068 | $4,599-11.5% | $3,890+4.6% | $5,983-32.0% |
| Admin fee / account holder | $182 | $6,154-97.0% | $4,882-96.3% | $11,248-98.4% |