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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,121 | $104,953-64.6% | $84,637-56.1% | $152,909-75.7% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 37.45% | 373.94%-336.5pp | 258.82%-221.4pp | 345.46%-308.0pp |
| Employer contribution / active EE | $10,632 | $3,304+221.8% | $2,653+300.7% | $4,764+123.2% |
| Participant deferral / active EE | $12,030 | $4,691+156.5% | $3,900+208.4% | $5,851+105.6% |
| Admin fee / account holder | $261 | $6,244-95.8% | $4,914-94.7% | $11,601-97.8% |