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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,725 | $102,385-20.2% | $147,080-44.4% | $80,935+1.0% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 28.27% | 135.09%-106.8pp | 420.17%-391.9pp | 35.66%-7.4pp |
| Employer contribution / active EE | $1,481 | $3,717-60.2% | $4,933-70.0% | $2,757-46.3% |
| Participant deferral / active EE | $16,569 | $6,651+149.1% | $8,066+105.4% | $4,299+285.4% |
| Admin fee / account holder | $32 | $7,951-99.6% | $12,989-99.8% | $6,924-99.5% |