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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,659 | $148,582-72.6% | $135,942-70.1% | $139,456-70.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 47.02% | 79.26%-32.2pp | 68.28%-21.3pp | 373.45%-326.4pp |
| Employer contribution / active EE | $2,461 | $5,245-53.1% | $4,858-49.3% | $4,753-48.2% |
| Participant deferral / active EE | $7,035 | $8,101-13.2% | $7,759-9.3% | $6,711+4.8% |
| Admin fee / account holder | $32 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |