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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,228 | $91,179-6.5% | $178,499-52.3% | $79,852+6.7% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $8,527 | $3,256+161.9% | $5,011+70.2% | $2,471+245.1% |
| Participant deferral / active EE | $17,055 | $3,236+427.1% | $5,202+227.8% | $3,740+356.0% |
| Admin fee / account holder | $205 | $6,749-97.0% | $13,986-98.5% | $5,306-96.1% |