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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,928 | $84,493+27.7% | $125,381-13.9% | $66,938+61.2% |
| Participation rate | 93.0% | 76.4%+16.6pp | 82.4%+10.6pp | 69.8%+23.2pp |
| Annual return | -14.24% | -8.49%-5.8pp | 572.31%-586.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,309 | $3,554+21.3% | $4,815-10.5% | $2,545+69.3% |
| Participant deferral / active EE | $9,323 | $6,783+37.4% | $7,448+25.2% | $4,238+120.0% |
| Admin fee / account holder | $223 | $685-67.4% | $10,007-97.8% | $594-62.4% |