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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,836 | $57,352-55.0% | $83,831-69.2% | $64,173-59.7% |
| Participation rate | 94.6% | 68.6%+26.0pp | 76.1%+18.5pp | 69.6%+25.1pp |
| Annual return | 49.22% | 11.38%+37.8pp | 850.99%-801.8pp | 7.63%+41.6pp |
| Employer contribution / active EE | $3,764 | $2,546+47.9% | $3,631+3.7% | $2,381+58.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $148 | $4,046-96.4% | $5,479-97.3% | $4,887-97.0% |