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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,551 | $57,305-20.5% | $86,640-47.4% | $75,173-39.4% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 21.70% | 2674.24%-2652.5pp | 592.52%-570.8pp | 160.72%-139.0pp |
| Employer contribution / active EE | $2,639 | $2,316+13.9% | $3,024-12.7% | $2,671-1.2% |
| Participant deferral / active EE | $8,117 | $3,320+144.5% | $4,438+82.9% | $4,126+96.7% |
| Admin fee / account holder | $297 | $4,116-92.8% | $5,616-94.7% | $5,651-94.7% |