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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,370 | $69,774+31.0% | $67,561+35.2% | $74,429+22.8% |
| Participation rate | 78.7% | 71.4%+7.3pp | 72.9%+5.8pp | 67.2%+11.5pp |
| Annual return | 13.97% | -40.53%+54.5pp | 3525.44%-3511.5pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $6,560 | $2,710+142.1% | $2,735+139.9% | $2,625+149.9% |
| Participant deferral / active EE | $2,660 | $3,636-26.8% | $4,003-33.6% | $4,348-38.8% |
| Admin fee / account holder | $185 | $890-79.2% | $4,006-95.4% | $1,944-90.5% |