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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,231 | $102,595-62.7% | $94,057-59.4% | $154,746-75.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 18.92% | 583.42%-564.5pp | 480.62%-461.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,087 | $3,147-33.7% | $2,933-28.9% | $4,379-52.4% |
| Participant deferral / active EE | $4,808 | $5,118-6.1% | $4,709+2.1% | $6,730-28.6% |
| Admin fee / account holder | $167 | $7,736-97.8% | $7,244-97.7% | $14,365-98.8% |