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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,849 | $100,073-6.2% | $85,126+10.2% | $145,877-35.7% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 16.50% | 84.11%-67.6pp | 66.63%-50.1pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,044 | $3,236-67.8% | $2,731-61.8% | $4,663-77.6% |
| Participant deferral / active EE | $4,344 | $5,294-17.9% | $4,523-4.0% | $6,691-35.1% |
| Admin fee / account holder | $95 | $7,261-98.7% | $6,160-98.5% | $13,402-99.3% |