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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,509 | $103,008-21.8% | $90,304-10.8% | $152,897-47.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 23.39% | 95.22%-71.8pp | 78.13%-54.7pp | 345.43%-322.0pp |
| Employer contribution / active EE | $8,766 | $3,139+179.2% | $2,855+207.0% | $4,764+84.0% |
| Participant deferral / active EE | $13,716 | $4,281+220.4% | $3,885+253.0% | $5,851+134.4% |
| Admin fee / account holder | $39 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |