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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,968 | $91,536-37.8% | $130,062-56.2% | $75,177-24.2% |
| Participation rate | 95.3% | 71.5%+23.9pp | 78.5%+16.8pp | 67.2%+28.1pp |
| Annual return | 21.68% | -631.62%+653.3pp | -137.37%+159.0pp | 160.75%-139.1pp |
| Employer contribution / active EE | $4,645 | $2,845+63.3% | $4,322+7.5% | $2,671+73.9% |
| Participant deferral / active EE | $8,189 | $4,343+88.6% | $5,821+40.7% | $4,126+98.5% |
| Admin fee / account holder | $279 | $6,780-95.9% | $10,601-97.4% | $5,651-95.1% |