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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,311 | $111,830-68.4% | $93,696-62.3% | $145,884-75.8% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | 15.14% | 204.08%-188.9pp | 133.74%-118.6pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,571 | $3,093-16.9% | $2,422+6.2% | $4,662-44.8% |
| Participant deferral / active EE | $5,985 | $4,920+21.6% | $4,417+35.5% | $6,690-10.5% |
| Admin fee / account holder | $119 | $10,249-98.8% | $8,287-98.6% | $13,392-99.1% |