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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,584 | $63,346-62.8% | $92,240-74.4% | $70,126-66.4% |
| Participation rate | 81.3% | 68.7%+12.6pp | 76.5%+4.8pp | 69.5%+11.7pp |
| Annual return | 25.02% | 530.19%-505.2pp | 176.29%-151.3pp | 73.15%-48.1pp |
| Employer contribution / active EE | $3,367 | $2,471+36.2% | $3,680-8.5% | $2,343+43.7% |
| Participant deferral / active EE | $5,235 | $2,854+83.4% | $3,897+34.3% | $3,332+57.1% |
| Admin fee / account holder | $261 | $3,841-93.2% | $5,194-95.0% | $4,645-94.4% |