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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,493 | $149,040-62.8% | $120,225-53.8% | $137,256-59.6% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 25.68% | 605.68%-580.0pp | 439.23%-413.5pp | 220.34%-194.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,160 | $4,655+118.3% | $3,999+154.1% | $6,407+58.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |