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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,668 | $107,363-18.3% | $92,909-5.6% | $152,897-42.7% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 13.07% | 145.63%-132.6pp | 109.44%-96.4pp | 345.43%-332.4pp |
| Employer contribution / active EE | $1,601 | $4,222-62.1% | $3,653-56.2% | $4,764-66.4% |
| Participant deferral / active EE | $3,763 | $4,848-22.4% | $4,238-11.2% | $5,851-35.7% |
| Admin fee / account holder | $19 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |