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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,981 | $106,923-15.8% | $84,023+7.1% | $152,909-41.2% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 23.27% | 105.02%-81.8pp | 71.32%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $4,852 | $2,735+77.4% | $1,984+144.6% | $4,764+1.8% |
| Participant deferral / active EE | $8,543 | $4,013+112.9% | $3,239+163.7% | $5,851+46.0% |
| Admin fee / account holder | $40 | $8,289-99.5% | $6,102-99.3% | $11,601-99.7% |