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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,208 | $106,905-78.3% | $84,020-72.4% | $152,885-84.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 56.27% | 105.00%-48.7pp | 71.31%-15.0pp | 345.39%-289.1pp |
| Employer contribution / active EE | $2,561 | $2,735-6.4% | $1,984+29.1% | $4,763-46.2% |
| Participant deferral / active EE | $5,448 | $4,012+35.8% | $3,239+68.2% | $5,851-6.9% |
| Admin fee / account holder | $198 | $8,287-97.6% | $6,101-96.7% | $11,598-98.3% |