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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,584 | $106,264-32.6% | $147,117-51.3% | $77,762-7.9% |
| Participation rate | 77.8% | 78.4%-0.6pp | 82.2%-4.3pp | 70.6%+7.3pp |
| Annual return | 14.04% | 56.94%-42.9pp | 420.54%-406.5pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,476 | $4,074-63.8% | $4,932-70.1% | $2,728-45.9% |
| Participant deferral / active EE | $5,102 | $8,003-36.3% | $8,065-36.7% | $4,651+9.7% |
| Admin fee / account holder | $0 | $334-99.9% | $12,993-100.0% | $433-99.9% |