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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,202 | $99,995-24.8% | $85,063-11.6% | $145,978-48.5% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 18.87% | 83.99%-65.1pp | 66.54%-47.7pp | 550.52%-531.6pp |
| Employer contribution / active EE | $9,818 | $3,231+203.9% | $2,727+260.0% | $4,662+110.6% |
| Participant deferral / active EE | $12,559 | $5,295+137.2% | $4,523+177.7% | $6,690+87.7% |
| Admin fee / account holder | $20 | $7,255-99.7% | $6,155-99.7% | $13,400-99.9% |