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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,031 | $100,938-41.5% | $90,461-34.7% | $158,982-62.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 27.38% | 1727.20%-1699.8pp | 1294.76%-1267.4pp | 302.99%-275.6pp |
| Employer contribution / active EE | $3,350 | $3,691-9.2% | $3,264+2.6% | $4,763-29.7% |
| Participant deferral / active EE | $9,001 | $4,350+106.9% | $3,964+127.0% | $5,983+50.4% |
| Admin fee / account holder | $137 | $6,510-97.9% | $5,617-97.6% | $11,252-98.8% |