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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,842 | $106,918-70.2% | $84,021-62.1% | $152,897-79.2% |
| Participation rate | 86.4% | 75.2%+11.1pp | 69.0%+17.3pp | 82.5%+3.9pp |
| Annual return | 24.23% | 105.01%-80.8pp | 71.32%-47.1pp | 345.43%-321.2pp |
| Employer contribution / active EE | $5,324 | $2,735+94.7% | $1,984+168.4% | $4,764+11.8% |
| Participant deferral / active EE | $4,884 | $4,012+21.7% | $3,239+50.8% | $5,851-16.5% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |