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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,584 | $106,110-32.5% | $147,005-51.3% | $77,671-7.8% |
| Participation rate | 77.8% | 78.4%-0.5pp | 82.2%-4.3pp | 70.6%+7.3pp |
| Annual return | 14.04% | 56.77%-42.7pp | 418.76%-404.7pp | 31.21%-17.2pp |
| Employer contribution / active EE | $1,476 | $4,065-63.7% | $4,934-70.1% | $2,726-45.9% |
| Participant deferral / active EE | $5,102 | $7,992-36.2% | $8,070-36.8% | $4,648+9.8% |
| Admin fee / account holder | $0 | $338-99.9% | $13,006-100.0% | $430-99.9% |