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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,310 | $72,071-94.0% | $68,368-93.7% | $137,256-96.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 43.70% | 353.14%-309.4pp | 292.57%-248.9pp | 220.34%-176.6pp |
| Employer contribution / active EE | $2,386 | $2,788-14.4% | $2,649-9.9% | $4,156-42.6% |
| Participant deferral / active EE | $2,025 | $4,410-54.1% | $4,123-50.9% | $6,407-68.4% |
| Admin fee / account holder | $59 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |