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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,686 | $106,264-17.5% | $147,117-40.4% | $77,762+12.8% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 28.63% | 56.94%-28.3pp | 420.54%-391.9pp | 31.27%-2.6pp |
| Employer contribution / active EE | $5,526 | $4,074+35.6% | $4,932+12.0% | $2,728+102.6% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $5 | $334-98.6% | $12,993-100.0% | $433-98.9% |