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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,686 | $106,247-17.5% | $147,096-40.4% | $77,714+12.8% |
| Participation rate | 98.9% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 28.63% | 56.87%-28.2pp | 419.75%-391.1pp | 31.26%-2.6pp |
| Employer contribution / active EE | $5,526 | $4,069+35.8% | $4,936+12.0% | $2,727+102.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $5 | $338-98.6% | $13,005-100.0% | $433-98.9% |