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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,077 | $152,612-44.3% | $125,192-32.0% | $152,897-44.4% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 19.03% | 54.85%-35.8pp | 43.79%-24.8pp | 345.43%-326.4pp |
| Employer contribution / active EE | $2,762 | $4,947-44.2% | $3,866-28.6% | $4,764-42.0% |
| Participant deferral / active EE | $7,385 | $5,868+25.8% | $4,937+49.6% | $5,851+26.2% |
| Admin fee / account holder | $23 | $13,437-99.8% | $9,704-99.8% | $11,599-99.8% |