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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,725 | $102,393-20.2% | $147,041-44.4% | $80,911+1.0% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.6%+24.5pp |
| Annual return | 28.27% | 134.95%-106.7pp | 419.21%-390.9pp | 35.63%-7.4pp |
| Employer contribution / active EE | $1,481 | $3,715-60.1% | $4,935-70.0% | $2,756-46.3% |
| Participant deferral / active EE | $16,569 | $6,647+149.3% | $8,071+105.3% | $4,297+285.6% |
| Admin fee / account holder | $32 | $7,943-99.6% | $13,006-99.8% | $6,935-99.5% |