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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,551 | $57,312-20.5% | $86,617-47.4% | $75,181-39.4% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 21.70% | 2672.78%-2651.1pp | 591.91%-570.2pp | 160.69%-139.0pp |
| Employer contribution / active EE | $2,639 | $2,315+14.0% | $3,023-12.7% | $2,671-1.2% |
| Participant deferral / active EE | $8,117 | $3,319+144.6% | $4,437+82.9% | $4,126+96.7% |
| Admin fee / account holder | $297 | $4,114-92.8% | $5,613-94.7% | $5,650-94.7% |