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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,216 | $98,776-73.5% | $149,745-82.5% | $79,856-67.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 46.89% | 27.38%+19.5pp | 276.72%-229.8pp | 31.71%+15.2pp |
| Employer contribution / active EE | $7,478 | $3,217+132.4% | $4,646+61.0% | $2,471+202.6% |
| Participant deferral / active EE | $5,899 | $5,681+3.8% | $6,843-13.8% | $3,741+57.7% |
| Admin fee / account holder | $122 | $6,053-98.0% | $9,312-98.7% | $5,306-97.7% |