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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,924 | $96,123-13.7% | $77,361+7.2% | $198,609-58.2% |
| Participation rate | 87.5% | 81.1%+6.4pp | 75.0%+12.5pp | 82.4%+5.1pp |
| Annual return | 11.61% | 2054.81%-2043.2pp | 1011.54%-999.9pp | 202.70%-191.1pp |
| Employer contribution / active EE | $7,044 | $3,791+85.8% | $2,990+135.6% | $5,055+39.3% |
| Participant deferral / active EE | $8,371 | $4,975+68.3% | $3,911+114.1% | $6,977+20.0% |
| Admin fee / account holder | $207 | $9,471-97.8% | $5,894-96.5% | $19,030-98.9% |