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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,907 | $106,247-31.4% | $147,096-50.4% | $77,714-6.2% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.5pp | 70.6%+22.1pp |
| Annual return | 25.18% | 56.87%-31.7pp | 419.75%-394.6pp | 31.26%-6.1pp |
| Employer contribution / active EE | $6,546 | $4,069+60.9% | $4,936+32.6% | $2,727+140.1% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |