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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,694 | $96,678-63.1% | $86,640-58.8% | $139,466-74.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 22.37% | 106.69%-84.3pp | 592.52%-570.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $3,732 | $3,265+14.3% | $3,024+23.4% | $4,754-21.5% |
| Participant deferral / active EE | $14,484 | $4,837+199.5% | $4,438+226.3% | $6,712+115.8% |
| Admin fee / account holder | $150 | $6,410-97.7% | $5,616-97.3% | $11,409-98.7% |