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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,073 | $100,911-19.7% | $90,440-10.4% | $158,966-49.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 10.23% | 1726.62%-1716.4pp | 1294.38%-1284.2pp | 302.95%-292.7pp |
| Employer contribution / active EE | $2,372 | $3,690-35.7% | $3,263-27.3% | $4,762-50.2% |
| Participant deferral / active EE | $2,965 | $4,348-31.8% | $3,964-25.2% | $5,983-50.5% |
| Admin fee / account holder | $125 | $6,507-98.1% | $5,615-97.8% | $11,250-98.9% |