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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,866 | $51,226+247.2% | $82,744+115.0% | $66,938+165.7% |
| Participation rate | 87.7% | 67.9%+19.8pp | 72.6%+15.1pp | 69.8%+17.9pp |
| Annual return | -9.87% | -9.61%-0.3pp | 702.22%-712.1pp | 1.58%-11.5pp |
| Employer contribution / active EE | $4,383 | $2,612+67.8% | $3,008+45.7% | $2,545+72.2% |
| Participant deferral / active EE | $4,822 | $3,460+39.4% | $4,395+9.7% | $4,238+13.8% |
| Admin fee / account holder | $25 | $416-94.0% | $5,325-99.5% | $594-95.8% |