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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,374 | $121,701-83.3% | $104,639-80.5% | $158,982-87.2% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 20.47% | 465.72%-445.2pp | 340.67%-320.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $2,680 | $3,165-15.3% | $2,682-0.1% | $4,763-43.7% |
| Participant deferral / active EE | $4,469 | $4,176+7.0% | $3,738+19.5% | $5,983-25.3% |
| Admin fee / account holder | $153 | $7,778-98.0% | $6,465-97.6% | $11,252-98.6% |