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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,358 | $107,368-25.2% | $92,915-13.5% | $152,909-47.4% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 23.57% | 145.64%-122.1pp | 109.45%-85.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $7,250 | $4,222+71.7% | $3,653+98.4% | $4,764+52.2% |
| Participant deferral / active EE | $1,570 | $4,848-67.6% | $4,238-63.0% | $5,851-73.2% |
| Admin fee / account holder | $53 | $7,082-99.3% | $5,796-99.1% | $11,601-99.5% |