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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,311 | $64,176-20.0% | $112,263-54.3% | $66,949-23.4% |
| Participation rate | 89.3% | 68.4%+20.9pp | 75.1%+14.2pp | 69.8%+19.5pp |
| Annual return | 105.15% | -13.80%+118.9pp | 27.49%+77.7pp | 1.57%+103.6pp |
| Employer contribution / active EE | $7,777 | $3,007+158.6% | $3,636+113.9% | $2,545+205.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $25 | $626-96.0% | $6,410-99.6% | $594-95.8% |