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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,120 | $99,995-66.9% | $85,063-61.1% | $145,978-77.3% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 16.71% | 83.99%-67.3pp | 66.54%-49.8pp | 550.52%-533.8pp |
| Employer contribution / active EE | $3,354 | $3,231+3.8% | $2,727+23.0% | $4,662-28.1% |
| Participant deferral / active EE | $6,287 | $5,295+18.7% | $4,523+39.0% | $6,690-6.0% |
| Admin fee / account holder | $42 | $7,255-99.4% | $6,155-99.3% | $13,400-99.7% |