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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,339 | $160,040-80.4% | $147,096-78.7% | $145,877-78.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 20.97% | 98.49%-77.5pp | 419.75%-398.8pp | 551.28%-530.3pp |
| Employer contribution / active EE | $1,455 | $5,289-72.5% | $4,936-70.5% | $4,663-68.8% |
| Participant deferral / active EE | $20,497 | $8,429+143.2% | $8,071+154.0% | $6,691+206.4% |
| Admin fee / account holder | $68 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |