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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,831 | $166,268-61.6% | $165,100-61.3% | $145,897-56.2% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 11.67% | 100.52%-88.8pp | 70.21%-58.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $6,550 | $5,284+24.0% | $4,348+50.6% | $4,663+40.5% |
| Participant deferral / active EE | $3,478 | $6,964-50.1% | $6,035-42.4% | $6,689-48.0% |
| Admin fee / account holder | $85 | $16,659-99.5% | $12,696-99.3% | $13,390-99.4% |