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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,824 | $115,810-75.1% | $101,271-71.5% | $158,966-81.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 26.25% | 56.15%-29.9pp | 46.48%-20.2pp | 302.95%-276.7pp |
| Employer contribution / active EE | $2,633 | $4,175-36.9% | $3,660-28.1% | $4,762-44.7% |
| Participant deferral / active EE | $4,552 | $4,958-8.2% | $4,371+4.2% | $5,983-23.9% |
| Admin fee / account holder | $20 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |