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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,424 | $138,076-70.0% | $123,553-66.5% | $135,380-69.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 0.94% | 153.70%-152.8pp | 119.21%-118.3pp | 519.81%-518.9pp |
| Employer contribution / active EE | $9,286 | $5,152+80.2% | $4,628+100.6% | $4,779+94.3% |
| Participant deferral / active EE | $8,237 | $6,800+21.1% | $6,426+28.2% | $5,609+46.9% |
| Admin fee / account holder | $238 | $10,917-97.8% | $9,284-97.4% | $10,828-97.8% |