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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,603 | $104,953-63.2% | $84,637-54.4% | $152,909-74.8% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.5%+5.0pp |
| Annual return | 25.78% | 373.94%-348.2pp | 258.82%-233.0pp | 345.46%-319.7pp |
| Employer contribution / active EE | $5,336 | $3,304+61.5% | $2,653+101.1% | $4,764+12.0% |
| Participant deferral / active EE | $4,551 | $4,691-3.0% | $3,900+16.7% | $5,851-22.2% |
| Admin fee / account holder | $114 | $6,244-98.2% | $4,914-97.7% | $11,601-99.0% |