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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,572 | $50,554-67.2% | $67,681-75.5% | $87,485-81.1% |
| Participation rate | 98.0% | 67.7%+30.3pp | 73.7%+24.3pp | 68.9%+29.1pp |
| Annual return | 49.45% | 17.81%+31.6pp | 590.58%-541.1pp | 26.06%+23.4pp |
| Employer contribution / active EE | $4,781 | $1,988+140.4% | $2,678+78.5% | $2,596+84.1% |
| Participant deferral / active EE | $6,058 | $2,961+104.6% | $3,976+52.4% | $4,274+41.7% |
| Admin fee / account holder | $280 | $4,132-93.2% | $6,100-95.4% | $7,775-96.4% |