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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,818 | $107,363-46.1% | $92,909-37.8% | $152,897-62.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 24.67% | 145.63%-121.0pp | 109.44%-84.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $2,462 | $4,222-41.7% | $3,653-32.6% | $4,764-48.3% |
| Participant deferral / active EE | $5,676 | $4,848+17.1% | $4,238+33.9% | $5,851-3.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |