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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,093 | $106,905-76.5% | $84,020-70.1% | $152,885-83.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 34.31% | 105.00%-70.7pp | 71.31%-37.0pp | 345.39%-311.1pp |
| Employer contribution / active EE | $4,094 | $2,735+49.7% | $1,984+106.4% | $4,763-14.0% |
| Participant deferral / active EE | $8,506 | $4,012+112.0% | $3,239+162.6% | $5,851+45.4% |
| Admin fee / account holder | $139 | $8,287-98.3% | $6,101-97.7% | $11,598-98.8% |