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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,853 | $108,897-62.5% | $100,378-59.3% | $145,877-72.0% |
| Participation rate | 95.0% | 83.0%+12.0pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 18.39% | 58.17%-39.8pp | 49.41%-31.0pp | 551.28%-532.9pp |
| Employer contribution / active EE | $8,237 | $4,420+86.4% | $3,942+109.0% | $4,663+76.6% |
| Participant deferral / active EE | $10,367 | $8,455+22.6% | $8,087+28.2% | $6,691+54.9% |
| Admin fee / account holder | $26 | $9,690-99.7% | $7,899-99.7% | $13,402-99.8% |