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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,134 | $111,830-70.4% | $93,696-64.6% | $145,884-77.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.00% | 204.08%-191.1pp | 133.74%-120.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $6,866 | $3,093+122.0% | $2,422+183.5% | $4,662+47.3% |
| Participant deferral / active EE | $8,184 | $4,920+66.3% | $4,417+85.3% | $6,690+22.3% |
| Admin fee / account holder | $19 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |