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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,508 | $175,259-80.9% | $149,723-77.6% | $139,487-76.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.35% | 166.82%-149.5pp | 134.50%-117.1pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,287 | $5,478-76.5% | $4,821-73.3% | $4,755-72.9% |
| Participant deferral / active EE | $2,671 | $6,522-59.0% | $5,682-53.0% | $6,713-60.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |