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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,542 | $115,796-35.6% | $101,264-26.4% | $158,950-53.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 13.39% | 56.15%-42.8pp | 46.48%-33.1pp | 302.91%-289.5pp |
| Employer contribution / active EE | $2,360 | $4,175-43.5% | $3,660-35.5% | $4,762-50.4% |
| Participant deferral / active EE | $5,500 | $4,958+10.9% | $4,370+25.8% | $5,983-8.1% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |