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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,443 | $72,446-59.4% | $67,561-56.4% | $145,877-79.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 20.78% | 7211.98%-7191.2pp | 3525.44%-3504.7pp | 551.28%-530.5pp |
| Employer contribution / active EE | $3,022 | $3,072-1.6% | $2,735+10.5% | $4,663-35.2% |
| Participant deferral / active EE | $8,894 | $4,785+85.9% | $4,003+122.2% | $6,691+32.9% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |