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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,930 | $96,388-48.2% | $80,627-38.1% | $139,466-64.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 23.74% | 1352.08%-1328.3pp | 936.76%-913.0pp | 373.66%-349.9pp |
| Employer contribution / active EE | $6,672 | $3,260+104.7% | $2,723+145.1% | $4,754+40.3% |
| Participant deferral / active EE | $9,594 | $5,224+83.6% | $4,443+115.9% | $6,712+42.9% |
| Admin fee / account holder | $221 | $6,603-96.6% | $5,381-95.9% | $11,409-98.1% |