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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,595 | $157,276-77.4% | $141,177-74.8% | $152,885-76.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 48.73% | 64.33%-15.6pp | 71.40%-22.7pp | 345.39%-296.7pp |
| Employer contribution / active EE | $2,645 | $5,262-49.7% | $4,736-44.2% | $4,763-44.5% |
| Participant deferral / active EE | $6,014 | $7,110-15.4% | $6,710-10.4% | $5,851+2.8% |
| Admin fee / account holder | $84 | $12,123-99.3% | $10,263-99.2% | $11,598-99.3% |