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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,960 | $106,918-28.0% | $84,021-8.4% | $152,897-49.7% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.5%+11.3pp |
| Annual return | 32.80% | 105.01%-72.2pp | 71.32%-38.5pp | 345.43%-312.6pp |
| Employer contribution / active EE | $4,888 | $2,735+78.7% | $1,984+146.4% | $4,764+2.6% |
| Participant deferral / active EE | $8,533 | $4,012+112.7% | $3,239+163.4% | $5,851+45.8% |
| Admin fee / account holder | $52 | $8,288-99.4% | $6,102-99.1% | $11,599-99.6% |