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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,314 | $72,446-65.1% | $67,561-62.5% | $145,877-82.6% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 20.78% | 7211.98%-7191.2pp | 3525.44%-3504.7pp | 551.28%-530.5pp |
| Employer contribution / active EE | $3,501 | $3,072+13.9% | $2,735+28.0% | $4,663-24.9% |
| Participant deferral / active EE | $3,737 | $4,785-21.9% | $4,003-6.7% | $6,691-44.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |