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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,996 | $115,810-48.2% | $101,271-40.8% | $158,966-62.3% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 16.01% | 56.15%-40.1pp | 46.48%-30.5pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,178 | $4,175-71.8% | $3,660-67.8% | $4,762-75.3% |
| Participant deferral / active EE | $1,650 | $4,958-66.7% | $4,371-62.2% | $5,983-72.4% |
| Admin fee / account holder | $6 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |