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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,853 | $108,912-62.5% | $100,383-59.3% | $145,959-72.0% |
| Participation rate | 95.0% | 83.0%+12.0pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 18.39% | 57.96%-39.6pp | 49.26%-30.9pp | 561.95%-543.6pp |
| Employer contribution / active EE | $8,237 | $4,423+86.2% | $3,944+108.9% | $4,661+76.7% |
| Participant deferral / active EE | $10,367 | $8,451+22.7% | $8,086+28.2% | $6,689+55.0% |
| Admin fee / account holder | $26 | $9,690-99.7% | $7,900-99.7% | $13,398-99.8% |