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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,139 | $118,875-69.6% | $96,572-62.6% | $167,553-78.4% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 58.17% | 50.50%+7.7pp | 37.79%+20.4pp | 478.89%-420.7pp |
| Employer contribution / active EE | $22,334 | $3,121+615.6% | $2,357+847.4% | $4,840+361.5% |
| Participant deferral / active EE | $4,023 | $4,617-12.9% | $3,850+4.5% | $6,343-36.6% |
| Admin fee / account holder | $116 | $8,070-98.6% | $6,183-98.1% | $12,316-99.1% |