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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,666 | $95,415-66.8% | $185,851-83.0% | $85,851-63.1% |
| Participation rate | 73.5% | 68.8%+4.8pp | 81.7%-8.2pp | 69.3%+4.2pp |
| Annual return | 66.56% | 23.59%+43.0pp | 122.11%-55.6pp | 318.63%-252.1pp |
| Employer contribution / active EE | $9,535 | $3,314+187.7% | $5,168+84.5% | $2,565+271.7% |
| Participant deferral / active EE | $11,299 | $3,424+230.0% | $5,569+102.9% | $3,952+185.9% |
| Admin fee / account holder | $213 | $7,215-97.0% | $16,245-98.7% | $6,261-96.6% |