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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,626 | $106,918-61.1% | $84,021-50.5% | $152,897-72.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 69.0%+25.1pp | 82.5%+11.7pp |
| Annual return | 17.49% | 105.01%-87.5pp | 71.32%-53.8pp | 345.43%-327.9pp |
| Employer contribution / active EE | $8,810 | $2,735+222.1% | $1,984+344.1% | $4,764+85.0% |
| Participant deferral / active EE | $6,060 | $4,012+51.0% | $3,239+87.1% | $5,851+3.6% |
| Admin fee / account holder | $11 | $8,288-99.9% | $6,102-99.8% | $11,599-99.9% |