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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,405 | $102,595-60.6% | $94,057-57.0% | $154,746-73.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 23.34% | 583.42%-560.1pp | 480.62%-457.3pp | 172.34%-149.0pp |
| Employer contribution / active EE | $2,116 | $3,147-32.8% | $2,933-27.9% | $4,379-51.7% |
| Participant deferral / active EE | $5,797 | $5,118+13.3% | $4,709+23.1% | $6,730-13.9% |
| Admin fee / account holder | $78 | $7,736-99.0% | $7,244-98.9% | $14,365-99.5% |