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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,136 | $167,030-52.6% | $135,768-41.7% | $155,188-49.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 11.00% | 678.39%-667.4pp | 526.10%-515.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,586 | $4,132-37.4% | $3,394-23.8% | $4,248-39.1% |
| Participant deferral / active EE | $2,119 | $4,528-53.2% | $3,977-46.7% | $6,531-67.6% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |