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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,964 | $100,938-71.3% | $90,461-68.0% | $158,982-81.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 28.78% | 1727.20%-1698.4pp | 1294.76%-1266.0pp | 302.99%-274.2pp |
| Employer contribution / active EE | $2,611 | $3,691-29.3% | $3,264-20.0% | $4,763-45.2% |
| Participant deferral / active EE | $5,234 | $4,350+20.3% | $3,964+32.0% | $5,983-12.5% |
| Admin fee / account holder | $127 | $6,510-98.0% | $5,617-97.7% | $11,252-98.9% |