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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,507 | $99,995-68.5% | $85,063-63.0% | $145,978-78.4% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 14.40% | 83.99%-69.6pp | 66.54%-52.1pp | 550.52%-536.1pp |
| Employer contribution / active EE | $7,530 | $3,231+133.0% | $2,727+176.1% | $4,662+61.5% |
| Participant deferral / active EE | $3,786 | $5,295-28.5% | $4,523-16.3% | $6,690-43.4% |
| Admin fee / account holder | $276 | $7,255-96.2% | $6,155-95.5% | $13,400-97.9% |