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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,431 | $96,678-75.8% | $86,640-73.0% | $139,466-83.2% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 27.90% | 106.69%-78.8pp | 592.52%-564.6pp | 373.66%-345.8pp |
| Employer contribution / active EE | $4,387 | $3,265+34.3% | $3,024+45.1% | $4,754-7.7% |
| Participant deferral / active EE | $8,258 | $4,837+70.7% | $4,438+86.1% | $6,712+23.0% |
| Admin fee / account holder | $168 | $6,410-97.4% | $5,616-97.0% | $11,409-98.5% |