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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,529 | $111,785-41.4% | $93,669-30.0% | $145,877-55.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 17.74% | 203.79%-186.0pp | 133.59%-115.8pp | 551.28%-533.5pp |
| Employer contribution / active EE | $1,678 | $3,096-45.8% | $2,424-30.8% | $4,663-64.0% |
| Participant deferral / active EE | $7,488 | $4,919+52.2% | $4,416+69.6% | $6,691+11.9% |
| Admin fee / account holder | $239 | $10,256-97.7% | $8,291-97.1% | $13,402-98.2% |