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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,929 | $85,024-90.7% | $70,544-88.8% | $139,466-94.3% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.4%+15.0pp | 80.3%+3.0pp |
| Annual return | 71.41% | 30.39%+41.0pp | 32.79%+38.6pp | 373.66%-302.3pp |
| Employer contribution / active EE | $2,359 | $3,912-39.7% | $2,976-20.7% | $4,754-50.4% |
| Participant deferral / active EE | $2,956 | $5,891-49.8% | $4,568-35.3% | $6,712-56.0% |
| Admin fee / account holder | $5 | $8,928-99.9% | $6,427-99.9% | $11,409-100.0% |