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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,999 | $60,128-46.8% | $90,440-64.6% | $79,852-59.9% |
| Participation rate | 93.9% | 65.0%+28.9pp | 72.7%+21.2pp | 69.6%+24.3pp |
| Annual return | 32.86% | 71.95%-39.1pp | 1294.38%-1261.5pp | 31.72%+1.1pp |
| Employer contribution / active EE | $2,260 | $2,068+9.3% | $3,263-30.7% | $2,471-8.5% |
| Participant deferral / active EE | $4,371 | $2,939+48.7% | $3,964+10.3% | $3,740+16.8% |
| Admin fee / account holder | $52 | $3,977-98.7% | $5,615-99.1% | $5,306-99.0% |