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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,508 | $115,810-75.4% | $101,271-71.8% | $158,966-82.1% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 37.93% | 56.15%-18.2pp | 46.48%-8.5pp | 302.95%-265.0pp |
| Employer contribution / active EE | $6,149 | $4,175+47.3% | $3,660+68.0% | $4,762+29.1% |
| Participant deferral / active EE | $8,578 | $4,958+73.0% | $4,371+96.3% | $5,983+43.4% |
| Admin fee / account holder | $35 | $7,248-99.5% | $5,948-99.4% | $11,250-99.7% |