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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,630 | $81,763-68.7% | $58,561-56.2% | $139,466-81.6% |
| Participation rate | 72.2% | 61.3%+10.9pp | 50.9%+21.4pp | 80.3%-8.1pp |
| Annual return | 15.40% | 7427.77%-7412.4pp | 4251.33%-4235.9pp | 373.66%-358.3pp |
| Employer contribution / active EE | $9,437 | $1,398+574.9% | $1,053+795.8% | $4,754+98.5% |
| Participant deferral / active EE | $401 | $2,555-84.3% | $1,923-79.2% | $6,712-94.0% |
| Admin fee / account holder | $149 | $3,273-95.4% | $2,520-94.1% | $11,409-98.7% |