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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,929 | $110,551-73.8% | $80,741-64.2% | $167,536-82.7% |
| Participation rate | 86.7% | 64.0%+22.7pp | 54.2%+32.5pp | 82.1%+4.6pp |
| Annual return | 602.23% | 120.57%+481.7pp | 87.30%+514.9pp | 478.82%+123.4pp |
| Employer contribution / active EE | $1,435 | $1,543-7.0% | $1,160+23.7% | $4,839-70.3% |
| Participant deferral / active EE | $4,441 | $2,870+54.7% | $2,145+107.0% | $6,342-30.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |