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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,918 | $111,785-32.1% | $93,669-19.0% | $145,877-48.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 11.51% | 203.79%-192.3pp | 133.59%-122.1pp | 551.28%-539.8pp |
| Employer contribution / active EE | $8,632 | $3,096+178.8% | $2,424+256.2% | $4,663+85.1% |
| Participant deferral / active EE | $6,995 | $4,919+42.2% | $4,416+58.4% | $6,691+4.6% |
| Admin fee / account holder | $105 | $10,256-99.0% | $8,291-98.7% | $13,402-99.2% |