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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,775 | $45,152+78.9% | $73,836+9.4% | $59,633+35.5% |
| Participation rate | 76.0% | 64.0%+12.0pp | 73.4%+2.6pp | 68.7%+7.3pp |
| Annual return | 0.05% | 27.40%-27.4pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $4,929 | $1,901+159.2% | $2,787+76.8% | $2,203+123.8% |
| Participant deferral / active EE | $6,178 | $2,573+140.1% | $3,583+72.4% | $3,192+93.6% |
| Admin fee / account holder | $296 | $3,515-91.6% | $4,882-93.9% | $4,297-93.1% |