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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,230 | $102,429-9.0% | $147,096-36.6% | $80,925+15.2% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 13.03% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,124 | $3,716-69.7% | $4,936-77.2% | $2,756-59.2% |
| Participant deferral / active EE | $8,188 | $6,649+23.2% | $8,071+1.4% | $4,299+90.5% |
| Admin fee / account holder | $46 | $7,957-99.4% | $13,005-99.6% | $6,940-99.3% |