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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,989 | $112,131-69.7% | $95,964-64.6% | $158,982-78.6% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 26.65% | 171.19%-144.5pp | 91.64%-65.0pp | 302.99%-276.3pp |
| Employer contribution / active EE | $3,089 | $3,199-3.4% | $2,541+21.6% | $4,763-35.1% |
| Participant deferral / active EE | $5,400 | $4,784+12.9% | $4,167+29.6% | $5,983-9.8% |
| Admin fee / account holder | $91 | $10,136-99.1% | $6,797-98.7% | $11,252-99.2% |