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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,327 | $111,535-75.5% | $105,223-74.0% | $137,256-80.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 30.93% | 237.85%-206.9pp | 180.65%-149.7pp | 220.34%-189.4pp |
| Employer contribution / active EE | $1,745 | $3,939-55.7% | $3,689-52.7% | $4,156-58.0% |
| Participant deferral / active EE | $5,736 | $5,500+4.3% | $5,072+13.1% | $6,407-10.5% |
| Admin fee / account holder | $134 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |