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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,143 | $112,131-68.7% | $95,964-63.4% | $158,982-77.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 19.84% | 171.19%-151.3pp | 91.64%-71.8pp | 302.99%-283.1pp |
| Employer contribution / active EE | $3,824 | $3,199+19.5% | $2,541+50.5% | $4,763-19.7% |
| Participant deferral / active EE | $5,719 | $4,784+19.5% | $4,167+37.3% | $5,983-4.4% |
| Admin fee / account holder | $20 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |