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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,639 | $63,346-56.4% | $92,240-70.0% | $70,126-60.6% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 12.64% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.5pp |
| Employer contribution / active EE | $4,275 | $2,471+73.0% | $3,680+16.2% | $2,343+82.5% |
| Participant deferral / active EE | $3,506 | $2,854+22.9% | $3,897-10.0% | $3,332+5.2% |
| Admin fee / account holder | $212 | $3,841-94.5% | $5,194-95.9% | $4,645-95.4% |