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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,301 | $162,529-84.4% | $130,788-80.7% | $154,746-83.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 22.02% | 510.48%-488.5pp | 386.44%-364.4pp | 172.34%-150.3pp |
| Employer contribution / active EE | $2,500 | $4,447-43.8% | $3,558-29.7% | $4,379-42.9% |
| Participant deferral / active EE | $3,567 | $4,808-25.8% | $4,137-13.8% | $6,730-47.0% |
| Admin fee / account holder | $141 | $7,669-98.2% | $6,673-97.9% | $14,365-99.0% |