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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,029 | $72,071-50.0% | $68,368-47.3% | $137,256-73.8% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 37.46% | 353.14%-315.7pp | 292.57%-255.1pp | 220.34%-182.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,677 | $4,410+51.4% | $4,123+62.0% | $6,407+4.2% |
| Admin fee / account holder | $255 | $5,336-95.2% | $5,150-95.0% | $12,270-97.9% |