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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,314 | $72,426-65.0% | $67,560-62.5% | $145,897-82.6% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 20.78% | 7226.78%-7206.0pp | 3533.50%-3512.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $3,501 | $3,074+13.9% | $2,737+27.9% | $4,663-24.9% |
| Participant deferral / active EE | $3,737 | $4,785-21.9% | $4,004-6.7% | $6,689-44.1% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |