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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,632 | $29,319-5.8% | $52,425-47.3% | $82,448-66.5% |
| Participation rate | 97.7% | 46.9%+50.8pp | 55.6%+42.1pp | 68.1%+29.6pp |
| Annual return | 26.97% | 535.20%-508.2pp | 302.12%-275.2pp | 41.64%-14.7pp |
| Employer contribution / active EE | $4,194 | $586+615.2% | $914+358.8% | $2,551+64.4% |
| Participant deferral / active EE | $2,871 | $1,171+145.1% | $1,790+60.3% | $4,139-30.6% |
| Admin fee / account holder | $277 | $1,962-85.9% | $2,495-88.9% | $7,234-96.2% |