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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,300 | $115,814-46.2% | $101,275-38.5% | $158,982-60.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 13.86% | 56.16%-42.3pp | 46.48%-32.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $3,086 | $4,176-26.1% | $3,660-15.7% | $4,763-35.2% |
| Participant deferral / active EE | $6,860 | $4,958+38.4% | $4,371+57.0% | $5,983+14.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |