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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,017 | $156,927-77.7% | $121,169-71.1% | $139,456-74.9% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 19.88% | 1475.85%-1456.0pp | 986.71%-966.8pp | 373.45%-353.6pp |
| Employer contribution / active EE | $2,315 | $5,542-58.2% | $4,168-44.5% | $4,753-51.3% |
| Participant deferral / active EE | $3,756 | $4,848-22.5% | $4,083-8.0% | $6,711-44.0% |
| Admin fee / account holder | $221 | $6,946-96.8% | $5,645-96.1% | $11,407-98.1% |