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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,409 | $107,030-4.3% | $73,550+39.2% | $147,586-30.6% |
| Participation rate | 87.5% | 66.4%+21.1pp | 54.9%+32.6pp | 82.8%+4.7pp |
| Annual return | 20.67% | 38.25%-17.6pp | -15.16%+35.8pp | 578.59%-557.9pp |
| Employer contribution / active EE | $7,679 | $1,760+336.2% | $1,219+529.9% | $4,876+57.5% |
| Participant deferral / active EE | $9,286 | $2,458+277.8% | $1,804+414.7% | $5,439+70.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |