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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,813 | $72,071-53.1% | $68,368-50.5% | $137,256-75.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.27% | 353.14%-331.9pp | 292.57%-271.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,983 | $4,410-9.7% | $4,123-3.4% | $6,407-37.8% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |