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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,594 | $72,071-58.9% | $68,368-56.7% | $137,256-78.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 27.67% | 353.14%-325.5pp | 292.57%-264.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $4,328 | $2,788+55.2% | $2,649+63.4% | $4,156+4.1% |
| Participant deferral / active EE | $6,486 | $4,410+47.1% | $4,123+57.3% | $6,407+1.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |