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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,738 | $102,385-32.9% | $147,080-53.3% | $80,935-15.1% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 16.15% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $9,284 | $3,717+149.8% | $4,933+88.2% | $2,757+236.8% |
| Participant deferral / active EE | $7,666 | $6,651+15.3% | $8,066-5.0% | $4,299+78.3% |
| Admin fee / account holder | $42 | $7,951-99.5% | $12,989-99.7% | $6,924-99.4% |