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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,408 | $94,529+66.5% | $140,019+12.4% | $64,173+145.3% |
| Participation rate | 88.5% | 84.1%+4.4pp | 87.5%+1.0pp | 69.6%+18.9pp |
| Annual return | -4.40% | 7.77%-12.2pp | 651.17%-655.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $25,276 | $3,812+563.0% | $5,605+350.9% | $2,381+961.7% |
| Participant deferral / active EE | $12,508 | $5,250+138.3% | $6,927+80.6% | $3,470+260.5% |
| Admin fee / account holder | $229 | $6,741-96.6% | $10,705-97.9% | $4,887-95.3% |