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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,702 | $96,491-59.9% | $75,894-49.0% | $152,885-74.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.0pp | 82.5%+0.9pp |
| Annual return | 53.98% | 33.98%+20.0pp | 30.76%+23.2pp | 345.39%-291.4pp |
| Employer contribution / active EE | $7,569 | $3,310+128.7% | $2,501+202.7% | $4,763+58.9% |
| Participant deferral / active EE | $6,167 | $4,553+35.4% | $3,603+71.1% | $5,851+5.4% |
| Admin fee / account holder | $20 | $8,079-99.8% | $5,420-99.6% | $11,598-99.8% |