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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,433 | $60,488+21.4% | $109,916-33.2% | $79,389-7.5% |
| Participation rate | 99.0% | 67.0%+32.0pp | 74.2%+24.8pp | 70.7%+28.3pp |
| Annual return | 16.88% | 189.57%-172.7pp | 29.46%-12.6pp | 116.89%-100.0pp |
| Employer contribution / active EE | $2,936 | $1,649+78.1% | $2,844+3.2% | $2,428+20.9% |
| Participant deferral / active EE | $4,430 | $3,220+37.6% | $4,047+9.5% | $4,046+9.5% |
| Admin fee / account holder | $0 | $605-100.0% | $6,069-100.0% | $626-100.0% |