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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,443 | $72,426-59.3% | $67,560-56.4% | $145,897-79.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 20.78% | 7226.78%-7206.0pp | 3533.50%-3512.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $3,022 | $3,074-1.7% | $2,737+10.4% | $4,663-35.2% |
| Participant deferral / active EE | $8,894 | $4,785+85.9% | $4,004+122.1% | $6,689+33.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |