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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,840 | $82,678+51.0% | $125,391-0.4% | $68,490+82.3% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $5,479 | $3,382+62.0% | $4,816+13.8% | $2,597+111.0% |
| Participant deferral / active EE | $8,747 | $6,111+43.1% | $7,448+17.4% | $4,028+117.2% |
| Admin fee / account holder | $74 | $6,277-98.8% | $10,009-99.3% | $5,403-98.6% |