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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,797 | $111,787-62.6% | $93,681-55.4% | $145,978-71.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.73% | 203.52%-185.8pp | 133.47%-115.7pp | 550.52%-532.8pp |
| Employer contribution / active EE | $15,018 | $3,093+385.5% | $2,422+520.0% | $4,662+222.1% |
| Participant deferral / active EE | $5,888 | $4,918+19.7% | $4,415+33.3% | $6,690-12.0% |
| Admin fee / account holder | $17 | $10,256-99.8% | $8,290-99.8% | $13,400-99.9% |