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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,423 | $98,776-73.2% | $149,745-82.4% | $79,856-66.9% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.6%+13.5pp |
| Annual return | 72.44% | 27.38%+45.1pp | 276.72%-204.3pp | 31.71%+40.7pp |
| Employer contribution / active EE | $3,520 | $3,217+9.4% | $4,646-24.2% | $2,471+42.4% |
| Participant deferral / active EE | $6,697 | $5,681+17.9% | $6,843-2.1% | $3,741+79.0% |
| Admin fee / account holder | $185 | $6,053-96.9% | $9,312-98.0% | $5,306-96.5% |