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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,818 | $103,000-74.0% | $90,300-70.3% | $152,885-82.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 29.87% | 95.19%-65.3pp | 78.11%-48.2pp | 345.39%-315.5pp |
| Employer contribution / active EE | $5,000 | $3,138+59.3% | $2,854+75.2% | $4,763+5.0% |
| Participant deferral / active EE | $11,173 | $4,281+161.0% | $3,884+187.6% | $5,851+91.0% |
| Admin fee / account holder | $124 | $6,173-98.0% | $5,353-97.7% | $11,598-98.9% |