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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,173 | $118,869-47.7% | $96,575-35.6% | $167,518-62.9% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 15.45% | 50.49%-35.0pp | 37.79%-22.3pp | 478.71%-463.3pp |
| Employer contribution / active EE | $9,780 | $3,120+213.5% | $2,357+315.0% | $4,838+102.1% |
| Participant deferral / active EE | $6,977 | $4,616+51.2% | $3,849+81.3% | $6,342+10.0% |
| Admin fee / account holder | $208 | $8,067-97.4% | $6,182-96.6% | $12,312-98.3% |