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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,577 | $129,737-69.5% | $119,126-66.8% | $154,746-74.4% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 22.51% | 379.08%-356.6pp | 282.11%-259.6pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,946 | $4,375-32.7% | $4,034-27.0% | $4,379-32.7% |
| Participant deferral / active EE | $8,186 | $5,842+40.1% | $5,318+53.9% | $6,730+21.6% |
| Admin fee / account holder | $55 | $11,961-99.5% | $10,693-99.5% | $14,365-99.6% |