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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,910 | $67,396+149.1% | $60,919+175.6% | $134,545+24.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -6.19% | 50.12%-56.3pp | 16.96%-23.2pp | 418.37%-424.6pp |
| Employer contribution / active EE | $4,339 | $3,101+39.9% | $2,704+60.5% | $4,742-8.5% |
| Participant deferral / active EE | $8,046 | $4,534+77.4% | $3,814+110.9% | $6,401+25.7% |
| Admin fee / account holder | $17 | $4,590-99.6% | $3,228-99.5% | $11,431-99.9% |