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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,275 | $175,231-81.6% | $149,696-78.4% | $139,466-76.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 21.37% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $3,802 | $5,478-30.6% | $4,821-21.1% | $4,754-20.0% |
| Participant deferral / active EE | $6,124 | $6,521-6.1% | $5,682+7.8% | $6,712-8.8% |
| Admin fee / account holder | $119 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |