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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,042 | $84,493+143.9% | $125,381+64.3% | $66,938+207.8% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -14.90% | -8.49%-6.4pp | 572.31%-587.2pp | 1.58%-16.5pp |
| Employer contribution / active EE | $10,216 | $3,554+187.5% | $4,815+112.2% | $2,545+301.4% |
| Participant deferral / active EE | $7,249 | $6,783+6.9% | $7,448-2.7% | $4,238+71.0% |
| Admin fee / account holder | $82 | $685-88.0% | $10,007-99.2% | $594-86.2% |