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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,505 | $90,606-65.2% | $79,466-60.4% | $135,379-76.7% |
| Participation rate | 91.3% | 76.0%+15.3pp | 73.3%+18.0pp | 82.6%+8.7pp |
| Annual return | 15.10% | 977.69%-962.6pp | 718.28%-703.2pp | 519.79%-504.7pp |
| Employer contribution / active EE | $5,674 | $3,068+85.0% | $2,800+102.6% | $4,779+18.7% |
| Participant deferral / active EE | $2,965 | $4,050-26.8% | $3,704-20.0% | $5,609-47.1% |
| Admin fee / account holder | $222 | $5,895-96.2% | $5,104-95.6% | $10,828-97.9% |