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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,664 | $96,508-48.5% | $75,901-34.6% | $152,897-67.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.5%+6.4pp |
| Annual return | 24461.37% | 33.99%+24427.4pp | 30.76%+24430.6pp | 345.43%+24115.9pp |
| Employer contribution / active EE | $14,578 | $3,310+340.4% | $2,501+482.9% | $4,764+206.0% |
| Participant deferral / active EE | $9,755 | $4,554+114.2% | $3,603+170.7% | $5,851+66.7% |
| Admin fee / account holder | $129 | $8,081-98.4% | $5,420-97.6% | $11,599-98.9% |