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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,853 | $108,942-62.5% | $100,415-59.3% | $145,897-72.0% |
| Participation rate | 95.0% | 83.0%+12.0pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 18.39% | 58.27%-39.9pp | 49.47%-31.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $8,237 | $4,422+86.3% | $3,943+108.9% | $4,663+76.7% |
| Participant deferral / active EE | $10,367 | $8,461+22.5% | $8,091+28.1% | $6,689+55.0% |
| Admin fee / account holder | $26 | $9,702-99.7% | $7,906-99.7% | $13,390-99.8% |