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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,658 | $100,938-63.7% | $90,461-59.5% | $158,982-76.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 18.72% | 1727.20%-1708.5pp | 1294.76%-1276.0pp | 302.99%-284.3pp |
| Employer contribution / active EE | $2,639 | $3,691-28.5% | $3,264-19.2% | $4,763-44.6% |
| Participant deferral / active EE | $4,731 | $4,350+8.8% | $3,964+19.3% | $5,983-20.9% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |