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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,345 | $96,691-70.7% | $86,656-67.3% | $139,487-79.7% |
| Participation rate | 76.2% | 74.4%+1.8pp | 71.7%+4.5pp | 80.3%-4.1pp |
| Annual return | 18.45% | 106.87%-88.4pp | 593.09%-574.6pp | 373.84%-355.4pp |
| Employer contribution / active EE | $3,237 | $3,267-0.9% | $3,025+7.0% | $4,755-31.9% |
| Participant deferral / active EE | $2,710 | $4,838-44.0% | $4,439-39.0% | $6,713-59.6% |
| Admin fee / account holder | $285 | $6,414-95.6% | $5,619-94.9% | $11,407-97.5% |