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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,542 | $47,479+57.0% | $62,929+18.5% | $82,448-9.6% |
| Participation rate | 97.6% | 66.9%+30.7pp | 73.1%+24.4pp | 68.1%+29.5pp |
| Annual return | 14.72% | 20.34%-5.6pp | 1063.93%-1049.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,556 | $1,885+141.7% | $2,505+81.9% | $2,551+78.6% |
| Participant deferral / active EE | $4,237 | $2,870+47.6% | $3,888+9.0% | $4,139+2.4% |
| Admin fee / account holder | $62 | $3,804-98.4% | $5,065-98.8% | $7,234-99.1% |