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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,188 | $112,131-69.5% | $95,964-64.4% | $158,982-78.5% |
| Participation rate | 88.2% | 79.0%+9.2pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 15.04% | 171.19%-156.2pp | 91.64%-76.6pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,699 | $3,199-46.9% | $2,541-33.1% | $4,763-64.3% |
| Participant deferral / active EE | $2,591 | $4,784-45.8% | $4,167-37.8% | $5,983-56.7% |
| Admin fee / account holder | $156 | $10,136-98.5% | $6,797-97.7% | $11,252-98.6% |