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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,991 | $93,589-29.5% | $135,942-51.5% | $75,181-12.2% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $8,594 | $3,537+143.0% | $4,858+76.9% | $2,671+221.8% |
| Participant deferral / active EE | $7,049 | $6,405+10.0% | $7,759-9.2% | $4,126+70.8% |
| Admin fee / account holder | $206 | $6,977-97.0% | $10,764-98.1% | $5,650-96.3% |