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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,264 | $57,352+95.7% | $83,830+33.9% | $64,173+74.9% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -7.59% | 11.38%-19.0pp | 850.97%-858.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,002 | $2,546+17.9% | $3,631-17.3% | $2,381+26.1% |
| Participant deferral / active EE | $6,381 | $2,993+113.2% | $4,082+56.3% | $3,470+83.9% |
| Admin fee / account holder | $176 | $4,046-95.7% | $5,479-96.8% | $4,887-96.4% |