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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,385 | $77,816-26.3% | $123,552-53.6% | $64,173-10.6% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -1.02% | 12.49%-13.5pp | 119.20%-120.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $4,561 | $3,014+51.3% | $4,628-1.5% | $2,381+91.6% |
| Participant deferral / active EE | $9,449 | $5,240+80.3% | $6,426+47.0% | $3,470+172.3% |
| Admin fee / account holder | $121 | $5,519-97.8% | $9,285-98.7% | $4,887-97.5% |