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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,328 | $108,701-67.5% | $74,723-52.7% | $152,909-76.9% |
| Participation rate | 90.9% | 65.4%+25.6pp | 54.5%+36.4pp | 82.5%+8.5pp |
| Annual return | 21.20% | 114.12%-92.9pp | 753.18%-732.0pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,921 | $1,504+27.7% | $1,084+77.2% | $4,764-59.7% |
| Participant deferral / active EE | $3,249 | $2,709+20.0% | $1,962+65.7% | $5,851-44.5% |
| Admin fee / account holder | $233 | $4,906-95.3% | $3,335-93.0% | $11,601-98.0% |