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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,017 | $142,409-78.2% | $119,634-74.1% | $134,545-76.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | 67.08% | -12.46%+79.5pp | -14.98%+82.1pp | 418.37%-351.3pp |
| Employer contribution / active EE | $6,925 | $5,224+32.5% | $4,232+63.6% | $4,742+46.0% |
| Participant deferral / active EE | $6,532 | $6,468+1.0% | $5,601+16.6% | $6,401+2.0% |
| Admin fee / account holder | $161 | $13,594-98.8% | $10,329-98.4% | $11,431-98.6% |