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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,062 | $109,872-67.2% | $98,483-63.4% | $167,536-78.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 24.52% | 1959.31%-1934.8pp | 1494.38%-1469.9pp | 478.82%-454.3pp |
| Employer contribution / active EE | $5,494 | $3,225+70.3% | $2,961+85.6% | $4,839+13.5% |
| Participant deferral / active EE | $7,807 | $4,673+67.1% | $4,276+82.6% | $6,342+23.1% |
| Admin fee / account holder | $114 | $6,757-98.3% | $5,953-98.1% | $12,315-99.1% |