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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,710 | $81,763-28.2% | $58,561+0.3% | $139,466-57.9% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 11.33% | 7427.77%-7416.4pp | 4251.33%-4240.0pp | 373.66%-362.3pp |
| Employer contribution / active EE | $4,708 | $1,398+236.7% | $1,053+346.9% | $4,754-1.0% |
| Participant deferral / active EE | $4,399 | $2,555+72.2% | $1,923+128.7% | $6,712-34.5% |
| Admin fee / account holder | $280 | $3,273-91.4% | $2,520-88.9% | $11,409-97.5% |