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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,295 | $96,643-59.3% | $86,617-54.6% | $139,456-71.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 12.64% | 106.57%-93.9pp | 591.91%-579.3pp | 373.45%-360.8pp |
| Employer contribution / active EE | $3,344 | $3,264+2.4% | $3,023+10.6% | $4,753-29.6% |
| Participant deferral / active EE | $9,008 | $4,835+86.3% | $4,437+103.0% | $6,711+34.2% |
| Admin fee / account holder | $60 | $6,406-99.1% | $5,613-98.9% | $11,407-99.5% |