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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,423 | $98,760-73.2% | $149,715-82.4% | $79,858-66.9% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.6%+13.5pp |
| Annual return | 72.44% | 27.43%+45.0pp | 276.66%-204.2pp | 31.72%+40.7pp |
| Employer contribution / active EE | $3,520 | $3,217+9.4% | $4,645-24.2% | $2,471+42.5% |
| Participant deferral / active EE | $6,697 | $5,681+17.9% | $6,842-2.1% | $3,740+79.1% |
| Admin fee / account holder | $185 | $6,053-96.9% | $9,310-98.0% | $5,306-96.5% |