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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,973 | $91,537+34.3% | $130,045-5.4% | $75,173+63.6% |
| Participation rate | 84.4% | 71.5%+12.9pp | 78.5%+5.9pp | 67.2%+17.2pp |
| Annual return | 18.93% | -631.55%+650.5pp | -137.30%+156.2pp | 160.72%-141.8pp |
| Employer contribution / active EE | $3,211 | $2,845+12.9% | $4,321-25.7% | $2,671+20.2% |
| Participant deferral / active EE | $10,156 | $4,343+133.9% | $5,820+74.5% | $4,126+146.1% |
| Admin fee / account holder | $261 | $6,780-96.2% | $10,600-97.5% | $5,651-95.4% |