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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,783 | $102,595-61.2% | $94,057-57.7% | $154,746-74.3% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 20.02% | 583.42%-563.4pp | 480.62%-460.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,010 | $3,147-36.1% | $2,933-31.5% | $4,379-54.1% |
| Participant deferral / active EE | $5,114 | $5,118-0.1% | $4,709+8.6% | $6,730-24.0% |
| Admin fee / account holder | $169 | $7,736-97.8% | $7,244-97.7% | $14,365-98.8% |