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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,499 | $70,366-92.2% | $66,674-91.8% | $138,895-96.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 22.67% | 386.41%-363.7pp | 321.24%-298.6pp | 145.39%-122.7pp |
| Employer contribution / active EE | $1,876 | $2,765-32.2% | $2,620-28.4% | $4,194-55.3% |
| Participant deferral / active EE | $2,425 | $4,374-44.6% | $4,084-40.6% | $6,396-62.1% |
| Admin fee / account holder | $19 | $5,262-99.6% | $5,098-99.6% | $12,562-99.9% |