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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,327 | $61,815+18.6% | $97,295-24.6% | $80,959-9.4% |
| Participation rate | 97.3% | 63.5%+33.8pp | 72.7%+24.6pp | 67.7%+29.6pp |
| Annual return | 11.25% | -558.73%+570.0pp | 75.62%-64.4pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,922 | $1,836+4.7% | $2,723-29.4% | $2,757-30.3% |
| Participant deferral / active EE | $2,496 | $3,027-17.5% | $4,264-41.5% | $4,300-42.0% |
| Admin fee / account holder | $24 | $5,166-99.5% | $5,646-99.6% | $6,925-99.7% |