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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,583 | $56,134-36.6% | $96,171-63.0% | $85,847-58.6% |
| Participation rate | 94.3% | 56.7%+37.6pp | 68.4%+25.8pp | 69.3%+25.0pp |
| Annual return | 27.66% | 42.30%-14.6pp | 192.04%-164.4pp | 318.61%-290.9pp |
| Employer contribution / active EE | $5,020 | $1,620+209.9% | $2,799+79.4% | $2,565+95.7% |
| Participant deferral / active EE | $7,126 | $2,858+149.4% | $4,350+63.8% | $3,952+80.3% |
| Admin fee / account holder | $22 | $3,769-99.4% | $5,538-99.6% | $6,261-99.7% |