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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,667 | $166,131-59.9% | $164,975-59.6% | $145,877-54.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.77% | 100.37%-84.6pp | 70.12%-54.4pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,599 | $5,276-50.7% | $4,343-40.2% | $4,663-44.3% |
| Participant deferral / active EE | $15,885 | $6,962+128.2% | $6,033+163.3% | $6,691+137.4% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,688-99.8% | $13,402-99.9% |