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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,947 | $100,073-65.1% | $85,126-58.9% | $145,877-76.0% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 54.09% | 84.11%-30.0pp | 66.63%-12.5pp | 551.28%-497.2pp |
| Employer contribution / active EE | $3,576 | $3,236+10.5% | $2,731+30.9% | $4,663-23.3% |
| Participant deferral / active EE | $7,593 | $5,294+43.4% | $4,523+67.9% | $6,691+13.5% |
| Admin fee / account holder | $48 | $7,261-99.3% | $6,160-99.2% | $13,402-99.6% |