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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,515 | $69,774+41.2% | $67,561+45.8% | $74,429+32.4% |
| Participation rate | 94.9% | 71.4%+23.5pp | 72.9%+22.0pp | 67.2%+27.7pp |
| Annual return | 14.80% | -40.53%+55.3pp | 3525.44%-3510.6pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,613 | $2,710-40.5% | $2,735-41.0% | $2,625-38.5% |
| Participant deferral / active EE | $2,970 | $3,636-18.3% | $4,003-25.8% | $4,348-31.7% |
| Admin fee / account holder | $5 | $890-99.5% | $4,006-99.9% | $1,944-99.8% |