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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,742 | $76,608-61.2% | $56,077-47.0% | $145,877-79.6% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 10.28% | 3009.59%-2999.3pp | 1709.28%-1699.0pp | 551.28%-541.0pp |
| Employer contribution / active EE | $8,626 | $1,382+524.4% | $1,040+729.2% | $4,663+85.0% |
| Participant deferral / active EE | $493 | $2,624-81.2% | $1,954-74.8% | $6,691-92.6% |
| Admin fee / account holder | $112 | $3,325-96.6% | $2,825-96.0% | $13,402-99.2% |