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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,365 | $75,962+4.5% | $154,108-48.5% | $64,173+23.7% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -6.79% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,963 | $3,350+48.2% | $5,298-6.3% | $2,381+108.5% |
| Participant deferral / active EE | $3,792 | $3,175+19.4% | $5,081-25.4% | $3,470+9.3% |
| Admin fee / account holder | $54 | $5,589-99.0% | $13,411-99.6% | $4,887-98.9% |