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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,609 | $93,598-75.8% | $135,974-83.4% | $75,173-69.9% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 236.24% | 30.89%+205.4pp | 68.30%+167.9pp | 160.72%+75.5pp |
| Employer contribution / active EE | $5,248 | $3,538+48.3% | $4,859+8.0% | $2,671+96.5% |
| Participant deferral / active EE | $9,060 | $6,405+41.4% | $7,760+16.8% | $4,126+119.6% |
| Admin fee / account holder | $255 | $6,978-96.3% | $10,767-97.6% | $5,651-95.5% |