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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,874 | $99,652-63.0% | $78,778-53.2% | $147,586-75.0% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 95.50% | 47.28%+48.2pp | 35.62%+59.9pp | 578.59%-483.1pp |
| Employer contribution / active EE | $2,746 | $2,796-1.8% | $1,986+38.3% | $4,876-43.7% |
| Participant deferral / active EE | $6,132 | $3,664+67.4% | $2,958+107.3% | $5,439+12.7% |
| Admin fee / account holder | $107 | $7,155-98.5% | $5,134-97.9% | $10,886-99.0% |