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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,556 | $106,008-67.4% | $92,240-62.5% | $147,586-76.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 20.07% | 50.05%-30.0pp | 176.29%-156.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,137 | $4,333-73.8% | $3,680-69.1% | $4,876-76.7% |
| Participant deferral / active EE | $2,052 | $4,478-54.2% | $3,897-47.3% | $5,439-62.3% |
| Admin fee / account holder | $95 | $6,333-98.5% | $5,194-98.2% | $10,886-99.1% |