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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,253 | $98,766-46.1% | $149,730-64.4% | $79,852-33.3% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 39.51% | 27.43%+12.1pp | 276.70%-237.2pp | 31.72%+7.8pp |
| Employer contribution / active EE | $5,431 | $3,217+68.8% | $4,645+16.9% | $2,471+119.8% |
| Participant deferral / active EE | $7,728 | $5,681+36.0% | $6,843+12.9% | $3,740+106.6% |
| Admin fee / account holder | $134 | $6,052-97.8% | $9,310-98.6% | $5,306-97.5% |