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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,588 | $104,479-20.0% | $159,474-47.6% | $79,391+5.3% |
| Participation rate | 77.8% | 76.6%+1.2pp | 82.8%-5.0pp | 70.7%+7.1pp |
| Annual return | 18.22% | 67.98%-49.8pp | 263.68%-245.5pp | 116.88%-98.7pp |
| Employer contribution / active EE | $2,197 | $3,417-35.7% | $4,831-54.5% | $2,428-9.5% |
| Participant deferral / active EE | $5,064 | $6,468-21.7% | $7,353-31.1% | $4,046+25.2% |
| Admin fee / account holder | $6 | $711-99.2% | $10,802-99.9% | $627-99.1% |