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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,995 | $29,319+12.5% | $52,425-37.1% | $82,448-60.0% |
| Participation rate | 96.4% | 46.9%+49.6pp | 55.6%+40.8pp | 68.1%+28.4pp |
| Annual return | 18.41% | 535.20%-516.8pp | 302.12%-283.7pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,015 | $586+414.1% | $914+229.8% | $2,551+18.2% |
| Participant deferral / active EE | $3,367 | $1,171+187.4% | $1,790+88.0% | $4,139-18.7% |
| Admin fee / account holder | $89 | $1,962-95.5% | $2,495-96.4% | $7,234-98.8% |