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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,356 | $102,595-67.5% | $94,057-64.5% | $154,746-78.4% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 19.70% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,931 | $3,147-38.7% | $2,933-34.2% | $4,379-55.9% |
| Participant deferral / active EE | $5,639 | $5,118+10.2% | $4,709+19.7% | $6,730-16.2% |
| Admin fee / account holder | $79 | $7,736-99.0% | $7,244-98.9% | $14,365-99.5% |