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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,675 | $106,230-35.4% | $147,080-53.3% | $77,736-11.7% |
| Participation rate | 85.7% | 78.4%+7.3pp | 82.2%+3.5pp | 70.6%+15.1pp |
| Annual return | 14.95% | 56.91%-42.0pp | 420.17%-405.2pp | 31.26%-16.3pp |
| Employer contribution / active EE | $2,776 | $4,072-31.8% | $4,933-43.7% | $2,728+1.8% |
| Participant deferral / active EE | $6,085 | $8,001-23.9% | $8,066-24.6% | $4,651+30.8% |
| Admin fee / account holder | $18 | $338-94.6% | $12,989-99.9% | $433-95.8% |