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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,668 | $100,792+77.3% | $86,691+106.1% | $134,509+32.8% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -14.90% | 29.08%-44.0pp | 35.94%-50.8pp | 418.13%-433.0pp |
| Employer contribution / active EE | $8,132 | $3,491+133.0% | $2,837+186.6% | $4,741+71.5% |
| Participant deferral / active EE | $5,280 | $5,339-1.1% | $4,656+13.4% | $6,400-17.5% |
| Admin fee / account holder | $6 | $10,924-99.9% | $7,492-99.9% | $11,427-99.9% |