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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,498 | $106,923-60.3% | $84,023-49.4% | $152,909-72.2% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 25.10% | 105.02%-79.9pp | 71.32%-46.2pp | 345.46%-320.4pp |
| Employer contribution / active EE | $8,127 | $2,735+197.1% | $1,984+309.7% | $4,764+70.6% |
| Participant deferral / active EE | $14,985 | $4,013+273.4% | $3,239+362.6% | $5,851+156.1% |
| Admin fee / account holder | $294 | $8,289-96.5% | $6,102-95.2% | $11,601-97.5% |