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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,185 | $154,754-55.9% | $124,206-45.1% | $138,895-50.9% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.6%+23.3pp | 79.9%+12.9pp |
| Annual return | 25.32% | 709.28%-684.0pp | 515.27%-489.9pp | 145.39%-120.1pp |
| Employer contribution / active EE | $13,696 | $4,446+208.0% | $3,540+286.9% | $4,194+226.5% |
| Participant deferral / active EE | $6,321 | $4,621+36.8% | $3,968+59.3% | $6,396-1.2% |
| Admin fee / account holder | $95 | $6,690-98.6% | $5,929-98.4% | $12,562-99.2% |