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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,329 | $85,766-20.3% | $136,297-49.9% | $70,124-2.6% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 15.13% | 31.45%-16.3pp | 5156.19%-5141.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,927 | $2,966+32.4% | $4,696-16.4% | $2,342+67.6% |
| Participant deferral / active EE | $11,749 | $5,051+132.6% | $6,247+88.1% | $3,332+252.6% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |