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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,574 | $90,617-56.3% | $79,476-50.2% | $135,382-70.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 15.19% | 977.57%-962.4pp | 718.21%-703.0pp | 519.77%-504.6pp |
| Employer contribution / active EE | $2,755 | $3,068-10.2% | $2,800-1.6% | $4,779-42.3% |
| Participant deferral / active EE | $6,605 | $4,050+63.1% | $3,704+78.3% | $5,609+17.8% |
| Admin fee / account holder | $23 | $5,907-99.6% | $5,113-99.6% | $10,829-99.8% |