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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,185 | $177,353-79.0% | $158,226-76.5% | $198,609-81.3% |
| Participation rate | 88.9% | 77.0%+11.9pp | 74.8%+14.1pp | 82.4%+6.5pp |
| Annual return | 14.76% | 599.50%-584.7pp | 501.41%-486.7pp | 202.70%-187.9pp |
| Employer contribution / active EE | $1,826 | $3,239-43.6% | $2,986-38.8% | $5,055-63.9% |
| Participant deferral / active EE | $5,503 | $4,615+19.2% | $4,317+27.5% | $6,977-21.1% |
| Admin fee / account holder | $181 | $10,960-98.3% | $10,217-98.2% | $19,030-99.0% |