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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,045 | $85,171-77.6% | $172,753-89.0% | $72,976-73.9% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.6%+5.8pp | 69.5%+19.0pp |
| Annual return | 70.19% | 27.32%+42.9pp | 803.00%-732.8pp | 81.02%-10.8pp |
| Employer contribution / active EE | $5,820 | $3,324+75.1% | $5,144+13.1% | $2,440+138.5% |
| Participant deferral / active EE | $5,995 | $3,260+83.9% | $5,198+15.3% | $3,608+66.2% |
| Admin fee / account holder | $42 | $5,880-99.3% | $13,956-99.7% | $5,124-99.2% |