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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,177 | $99,031-66.5% | $86,597-61.7% | $147,585-77.5% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 13.95% | 1312.56%-1298.6pp | 964.96%-951.0pp | 578.57%-564.6pp |
| Employer contribution / active EE | $3,115 | $3,132-0.6% | $2,840+9.7% | $4,876-36.1% |
| Participant deferral / active EE | $6,717 | $3,972+69.1% | $3,609+86.1% | $5,439+23.5% |
| Admin fee / account holder | $255 | $5,711-95.5% | $4,906-94.8% | $10,885-97.7% |