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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,303 | $79,089-21.2% | $100,392-37.9% | $74,459-16.3% |
| Participation rate | 93.8% | 79.4%+14.4pp | 81.5%+12.3pp | 67.2%+26.6pp |
| Annual return | 31.77% | 20.61%+11.2pp | 49.45%-17.7pp | 1369.70%-1337.9pp |
| Employer contribution / active EE | $7,706 | $3,015+155.6% | $3,941+95.5% | $2,626+193.5% |
| Participant deferral / active EE | $12,950 | $7,747+67.2% | $8,090+60.1% | $4,350+197.7% |
| Admin fee / account holder | $72 | $1,336-94.6% | $7,904-99.1% | $1,945-96.3% |