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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,802 | $118,708-37.0% | $98,920-24.4% | $158,982-52.9% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.7pp | 82.0%-4.2pp |
| Annual return | 14.56% | 372.49%-357.9pp | 196.47%-181.9pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,164 | $3,334-35.1% | $2,689-19.6% | $4,763-54.6% |
| Participant deferral / active EE | $4,264 | $5,089-16.2% | $4,245+0.5% | $5,983-28.7% |
| Admin fee / account holder | $244 | $10,134-97.6% | $6,643-96.3% | $11,252-97.8% |