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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,504 | $67,823-72.7% | $52,425-64.7% | $137,256-86.5% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 26.94% | 219.11%-192.2pp | 302.12%-275.2pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,625 | $1,163+39.7% | $914+77.7% | $4,156-60.9% |
| Participant deferral / active EE | $5,226 | $2,288+128.4% | $1,790+191.9% | $6,407-18.4% |
| Admin fee / account holder | $124 | $2,844-95.7% | $2,495-95.0% | $12,270-99.0% |