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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,619 | $102,638-28.3% | $81,982-10.2% | $158,982-53.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.3%+14.1pp | 82.0%+1.4pp |
| Annual return | 24.86% | 61.05%-36.2pp | 41.31%-16.5pp | 302.99%-278.1pp |
| Employer contribution / active EE | $4,046 | $3,241+24.8% | $2,498+62.0% | $4,763-15.0% |
| Participant deferral / active EE | $16,250 | $4,649+249.5% | $3,722+336.5% | $5,983+171.6% |
| Admin fee / account holder | $147 | $8,237-98.2% | $5,665-97.4% | $11,252-98.7% |