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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,564 | $77,908-47.9% | $149,696-72.9% | $75,173-46.0% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 108.53% | 31.73%+76.8pp | 134.46%-25.9pp | 160.72%-52.2pp |
| Employer contribution / active EE | $6,670 | $3,138+112.6% | $4,821+38.4% | $2,671+149.7% |
| Participant deferral / active EE | $6,133 | $3,411+79.8% | $5,682+7.9% | $4,126+48.6% |
| Admin fee / account holder | $179 | $5,950-97.0% | $13,212-98.6% | $5,651-96.8% |