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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,369 | $96,388-60.2% | $80,627-52.4% | $139,466-72.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 20.95% | 1352.08%-1331.1pp | 936.76%-915.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,881 | $3,260-11.6% | $2,723+5.8% | $4,754-39.4% |
| Participant deferral / active EE | $6,002 | $5,224+14.9% | $4,443+35.1% | $6,712-10.6% |
| Admin fee / account holder | $156 | $6,603-97.6% | $5,381-97.1% | $11,409-98.6% |