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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,742 | $76,519-61.1% | $56,025-46.9% | $145,897-79.6% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 10.28% | 3017.03%-3006.7pp | 1712.69%-1702.4pp | 552.29%-542.0pp |
| Employer contribution / active EE | $8,626 | $1,383+523.6% | $1,042+728.2% | $4,663+85.0% |
| Participant deferral / active EE | $493 | $2,624-81.2% | $1,955-74.8% | $6,689-92.6% |
| Admin fee / account holder | $112 | $3,331-96.6% | $2,828-96.0% | $13,390-99.2% |