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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,527 | $78,670-38.3% | $109,173-55.6% | $85,847-43.5% |
| Participation rate | 95.2% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+25.9pp |
| Annual return | 61.98% | 25.09%+36.9pp | 25.75%+36.2pp | 318.61%-256.6pp |
| Employer contribution / active EE | $5,183 | $2,734+89.6% | $3,723+39.2% | $2,565+102.0% |
| Participant deferral / active EE | $4,132 | $3,467+19.2% | $4,654-11.2% | $3,952+4.5% |
| Admin fee / account holder | $188 | $5,469-96.6% | $6,755-97.2% | $6,261-97.0% |