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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,029 | $88,778-49.3% | $81,844-45.0% | $145,884-69.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 10.33% | 1033.03%-1022.7pp | 778.87%-768.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $4,934 | $3,087+59.8% | $2,916+69.2% | $4,662+5.8% |
| Participant deferral / active EE | $1,234 | $4,648-73.5% | $4,323-71.5% | $6,690-81.6% |
| Admin fee / account holder | $150 | $8,430-98.2% | $7,355-98.0% | $13,392-98.9% |