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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,250 | $85,766-71.7% | $136,298-82.2% | $70,126-65.4% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 29.32% | 31.46%-2.1pp | 5156.27%-5126.9pp | 73.15%-43.8pp |
| Employer contribution / active EE | $3,685 | $2,966+24.3% | $4,696-21.5% | $2,343+57.3% |
| Participant deferral / active EE | $9,392 | $5,051+85.9% | $6,247+50.3% | $3,332+181.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |