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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,840 | $175,259-81.8% | $149,723-78.7% | $139,487-77.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 23.92% | 166.82%-142.9pp | 134.50%-110.6pp | 373.84%-349.9pp |
| Employer contribution / active EE | $3,412 | $5,478-37.7% | $4,821-29.2% | $4,755-28.2% |
| Participant deferral / active EE | $5,923 | $6,522-9.2% | $5,682+4.2% | $6,713-11.8% |
| Admin fee / account holder | $292 | $16,158-98.2% | $13,215-97.8% | $11,407-97.4% |