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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,903 | $99,995-73.1% | $85,063-68.4% | $145,978-81.6% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 11.28% | 83.99%-72.7pp | 66.54%-55.3pp | 550.52%-539.2pp |
| Employer contribution / active EE | $4,419 | $3,231+36.8% | $2,727+62.0% | $4,662-5.2% |
| Participant deferral / active EE | $6,018 | $5,295+13.6% | $4,523+33.1% | $6,690-10.0% |
| Admin fee / account holder | $212 | $7,255-97.1% | $6,155-96.5% | $13,400-98.4% |