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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,901 | $96,388-54.5% | $80,627-45.5% | $139,466-68.5% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 18.19% | 1352.08%-1333.9pp | 936.76%-918.6pp | 373.66%-355.5pp |
| Employer contribution / active EE | $5,596 | $3,260+71.7% | $2,723+105.5% | $4,754+17.7% |
| Participant deferral / active EE | $2,964 | $5,224-43.3% | $4,443-33.3% | $6,712-55.8% |
| Admin fee / account holder | $183 | $6,603-97.2% | $5,381-96.6% | $11,409-98.4% |