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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,230 | $102,422-9.0% | $147,117-36.6% | $80,959+15.2% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 13.03% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,124 | $3,717-69.8% | $4,932-77.2% | $2,757-59.2% |
| Participant deferral / active EE | $8,188 | $6,652+23.1% | $8,065+1.5% | $4,300+90.4% |
| Admin fee / account holder | $46 | $7,953-99.4% | $12,993-99.6% | $6,925-99.3% |