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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,320 | $60,119+33.6% | $90,430-11.2% | $79,858+0.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.85% | 71.94%-58.1pp | 1293.73%-1279.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $2,969 | $2,068+43.6% | $3,262-9.0% | $2,471+20.1% |
| Participant deferral / active EE | $3,282 | $2,938+11.7% | $3,963-17.2% | $3,740-12.3% |
| Admin fee / account holder | $8 | $3,976-99.8% | $5,613-99.9% | $5,306-99.8% |