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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,335 | $99,031-72.4% | $86,597-68.4% | $147,585-81.5% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 16.02% | 1312.56%-1296.5pp | 964.96%-948.9pp | 578.57%-562.6pp |
| Employer contribution / active EE | $3,240 | $3,132+3.5% | $2,840+14.1% | $4,876-33.5% |
| Participant deferral / active EE | $5,563 | $3,972+40.0% | $3,609+54.2% | $5,439+2.3% |
| Admin fee / account holder | $246 | $5,711-95.7% | $4,906-95.0% | $10,885-97.7% |