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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,664 | $88,815-48.6% | $81,882-44.2% | $145,897-68.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.58% | 1033.75%-1016.2pp | 779.47%-761.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $4,805 | $3,086+55.7% | $2,916+64.8% | $4,663+3.1% |
| Participant deferral / active EE | $7,155 | $4,647+54.0% | $4,323+65.5% | $6,689+7.0% |
| Admin fee / account holder | $76 | $8,434-99.1% | $7,360-99.0% | $13,390-99.4% |