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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,380 | $98,766-71.3% | $149,730-81.0% | $79,852-64.5% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 72.89% | 27.43%+45.5pp | 276.70%-203.8pp | 31.72%+41.2pp |
| Employer contribution / active EE | $6,466 | $3,217+101.0% | $4,645+39.2% | $2,471+161.7% |
| Participant deferral / active EE | $4,075 | $5,681-28.3% | $6,843-40.4% | $3,740+8.9% |
| Admin fee / account holder | $230 | $6,052-96.2% | $9,310-97.5% | $5,306-95.7% |