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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,044 | $90,320-52.3% | $59,496-27.7% | $125,389-65.7% |
| Participation rate | 92.9% | 68.3%+24.6pp | 54.6%+38.3pp | 83.2%+9.7pp |
| Annual return | 12.76% | 369.13%-356.4pp | 182.05%-169.3pp | 282.24%-269.5pp |
| Employer contribution / active EE | $7,258 | $1,792+305.1% | $1,153+529.5% | $4,866+49.2% |
| Participant deferral / active EE | $4,894 | $2,716+80.2% | $1,829+167.5% | $5,352-8.5% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |