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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,318 | $112,121-70.3% | $95,960-65.3% | $158,966-79.0% |
| Participation rate | 86.4% | 79.0%+7.4pp | 77.1%+9.3pp | 82.0%+4.4pp |
| Annual return | 7.80% | 171.16%-163.4pp | 91.63%-83.8pp | 302.95%-295.1pp |
| Employer contribution / active EE | $4,032 | $3,199+26.1% | $2,541+58.7% | $4,762-15.3% |
| Participant deferral / active EE | $2,628 | $4,784-45.1% | $4,167-36.9% | $5,983-56.1% |
| Admin fee / account holder | $253 | $10,135-97.5% | $6,797-96.3% | $11,250-97.7% |