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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,057 | $124,346-63.0% | $111,308-58.6% | $167,536-72.5% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.3pp | 82.1%+9.6pp |
| Annual return | 50.67% | 37.45%+13.2pp | 54.67%-4.0pp | 478.82%-428.1pp |
| Employer contribution / active EE | $8,131 | $3,437+136.6% | $2,732+197.7% | $4,839+68.0% |
| Participant deferral / active EE | $2,665 | $5,182-48.6% | $4,487-40.6% | $6,342-58.0% |
| Admin fee / account holder | $225 | $10,621-97.9% | $7,965-97.2% | $12,315-98.2% |