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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,814 | $166,131-63.4% | $164,975-63.1% | $145,877-58.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.37% | 100.37%-84.0pp | 70.12%-53.8pp | 551.28%-534.9pp |
| Employer contribution / active EE | $11,392 | $5,276+115.9% | $4,343+162.3% | $4,663+144.3% |
| Participant deferral / active EE | $8,754 | $6,962+25.7% | $6,033+45.1% | $6,691+30.8% |
| Admin fee / account holder | $236 | $16,648-98.6% | $12,688-98.1% | $13,402-98.2% |