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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,065 | $60,119+18.2% | $90,430-21.4% | $79,858-11.0% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 69.6%+27.4pp |
| Annual return | 11.82% | 71.94%-60.1pp | 1293.73%-1281.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $4,942 | $2,068+139.0% | $3,262+51.5% | $2,471+100.0% |
| Participant deferral / active EE | $4,349 | $2,938+48.0% | $3,963+9.7% | $3,740+16.3% |
| Admin fee / account holder | $298 | $3,976-92.5% | $5,613-94.7% | $5,306-94.4% |