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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,706 | $84,236-64.7% | $170,439-82.6% | $70,124-57.6% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 1549.09% | 23.06%+1526.0pp | 205.94%+1343.1pp | 73.14%+1475.9pp |
| Employer contribution / active EE | $3,340 | $3,387-1.4% | $5,433-38.5% | $2,342+42.6% |
| Participant deferral / active EE | $3,472 | $3,086+12.5% | $4,939-29.7% | $3,332+4.2% |
| Admin fee / account holder | $218 | $5,698-96.2% | $13,881-98.4% | $4,645-95.3% |