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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,136 | $154,754-48.9% | $124,206-36.3% | $138,895-43.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.6%+17.9pp | 79.9%+7.6pp |
| Annual return | 11.00% | 709.28%-698.3pp | 515.27%-504.3pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,586 | $4,446-41.8% | $3,540-27.0% | $4,194-38.3% |
| Participant deferral / active EE | $2,119 | $4,621-54.1% | $3,968-46.6% | $6,396-66.9% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |