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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,556 | $63,346-42.3% | $92,240-60.4% | $70,126-47.9% |
| Participation rate | 97.8% | 68.7%+29.1pp | 76.5%+21.3pp | 69.5%+28.2pp |
| Annual return | 13.92% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $5,533 | $2,471+123.9% | $3,680+50.4% | $2,343+136.2% |
| Participant deferral / active EE | $4,298 | $2,854+50.6% | $3,897+10.3% | $3,332+29.0% |
| Admin fee / account holder | $291 | $3,841-92.4% | $5,194-94.4% | $4,645-93.7% |