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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,014 | $104,497-22.5% | $159,487-49.2% | $79,389+2.0% |
| Participation rate | 90.2% | 76.6%+13.6pp | 82.8%+7.4pp | 70.7%+19.5pp |
| Annual return | 17.40% | 67.98%-50.6pp | 263.71%-246.3pp | 116.89%-99.5pp |
| Employer contribution / active EE | $2,621 | $3,418-23.3% | $4,831-45.8% | $2,428+7.9% |
| Participant deferral / active EE | $5,522 | $6,468-14.6% | $7,354-24.9% | $4,046+36.5% |
| Admin fee / account holder | $82 | $711-88.5% | $10,804-99.2% | $626-87.0% |