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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,651 | $111,830-77.1% | $93,696-72.6% | $145,884-82.4% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | 16.52% | 204.08%-187.6pp | 133.74%-117.2pp | 551.85%-535.3pp |
| Employer contribution / active EE | $8,762 | $3,093+183.3% | $2,422+261.8% | $4,662+87.9% |
| Participant deferral / active EE | $4,262 | $4,920-13.4% | $4,417-3.5% | $6,690-36.3% |
| Admin fee / account holder | $139 | $10,249-98.6% | $8,287-98.3% | $13,392-99.0% |