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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,791 | $157,304-42.9% | $141,197-36.4% | $152,909-41.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 19.94% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,489 | $5,263-33.7% | $4,736-26.3% | $4,764-26.8% |
| Participant deferral / active EE | $5,514 | $7,111-22.5% | $6,710-17.8% | $5,851-5.8% |
| Admin fee / account holder | $267 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |