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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,924 | $75,962+13.1% | $154,111-44.2% | $64,173+33.9% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -6.41% | 30.32%-36.7pp | 735.18%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,015 | $3,350+49.7% | $5,298-5.3% | $2,381+110.6% |
| Participant deferral / active EE | $3,014 | $3,175-5.1% | $5,081-40.7% | $3,470-13.1% |
| Admin fee / account holder | $279 | $5,589-95.0% | $13,411-97.9% | $4,887-94.3% |