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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,684 | $106,923-61.0% | $84,023-50.4% | $152,909-72.7% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 28.37% | 105.02%-76.6pp | 71.32%-42.9pp | 345.46%-317.1pp |
| Employer contribution / active EE | $5,219 | $2,735+90.8% | $1,984+163.1% | $4,764+9.6% |
| Participant deferral / active EE | $3,748 | $4,013-6.6% | $3,239+15.7% | $5,851-35.9% |
| Admin fee / account holder | $168 | $8,289-98.0% | $6,102-97.2% | $11,601-98.6% |