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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,212 | $72,071-51.1% | $68,368-48.5% | $137,256-74.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 14.36% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $6,626 | $2,788+137.7% | $2,649+150.1% | $4,156+59.4% |
| Participant deferral / active EE | $3,665 | $4,410-16.9% | $4,123-11.1% | $6,407-42.8% |
| Admin fee / account holder | $114 | $5,336-97.9% | $5,150-97.8% | $12,270-99.1% |