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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,312 | $63,346-42.7% | $92,239-60.6% | $70,124-48.2% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 32.25% | 530.19%-497.9pp | 176.29%-144.0pp | 73.14%-40.9pp |
| Employer contribution / active EE | $2,029 | $2,471-17.9% | $3,680-44.9% | $2,342-13.4% |
| Participant deferral / active EE | $4,621 | $2,854+61.9% | $3,897+18.6% | $3,332+38.7% |
| Admin fee / account holder | $78 | $3,841-98.0% | $5,194-98.5% | $4,645-98.3% |