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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,316 | $144,130-72.7% | $117,861-66.6% | $147,586-73.4% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 19.87% | 531.20%-511.3pp | 335.11%-315.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,049 | $4,897-58.2% | $3,786-45.9% | $4,876-58.0% |
| Participant deferral / active EE | $4,611 | $5,316-13.3% | $4,482+2.9% | $5,439-15.2% |
| Admin fee / account holder | $65 | $10,887-99.4% | $8,021-99.2% | $10,886-99.4% |