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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,290 | $99,031-66.4% | $86,597-61.6% | $147,585-77.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 18.29% | 1312.56%-1294.3pp | 964.96%-946.7pp | 578.57%-560.3pp |
| Employer contribution / active EE | $1,964 | $3,132-37.3% | $2,840-30.8% | $4,876-59.7% |
| Participant deferral / active EE | $3,730 | $3,972-6.1% | $3,609+3.4% | $5,439-31.4% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |