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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,594 | $68,398-37.7% | $94,664-55.0% | $75,173-43.3% |
| Participation rate | 84.0% | 76.1%+8.0pp | 80.8%+3.2pp | 67.2%+16.8pp |
| Annual return | 27.11% | 616.72%-589.6pp | 156.84%-129.7pp | 160.72%-133.6pp |
| Employer contribution / active EE | $6,102 | $2,701+125.9% | $3,673+66.1% | $2,671+128.4% |
| Participant deferral / active EE | $12,695 | $6,537+94.2% | $7,417+71.1% | $4,126+207.7% |
| Admin fee / account holder | $19 | $5,324-99.6% | $7,222-99.7% | $5,651-99.7% |