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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,918 | $111,878-32.1% | $93,727-19.0% | $145,897-48.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 11.51% | 204.28%-192.8pp | 133.83%-122.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $8,632 | $3,092+179.2% | $2,421+256.5% | $4,663+85.1% |
| Participant deferral / active EE | $6,995 | $4,920+42.2% | $4,417+58.4% | $6,689+4.6% |
| Admin fee / account holder | $105 | $10,256-99.0% | $8,292-98.7% | $13,390-99.2% |