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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,456 | $67,823-43.3% | $52,425-26.6% | $137,256-72.0% |
| Participation rate | 92.3% | 63.9%+28.4pp | 55.6%+36.7pp | 80.0%+12.3pp |
| Annual return | 21.02% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $88 | $1,163-92.4% | $914-90.3% | $4,156-97.9% |
| Participant deferral / active EE | $7,492 | $2,288+227.4% | $1,790+318.4% | $6,407+16.9% |
| Admin fee / account holder | $288 | $2,844-89.9% | $2,495-88.5% | $12,270-97.7% |