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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,208 | $106,003-67.7% | $92,236-62.9% | $147,585-76.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.13% | 50.05%-31.9pp | 176.29%-158.2pp | 578.57%-560.4pp |
| Employer contribution / active EE | $1,499 | $4,333-65.4% | $3,679-59.3% | $4,876-69.3% |
| Participant deferral / active EE | $2,731 | $4,478-39.0% | $3,897-29.9% | $5,439-49.8% |
| Admin fee / account holder | $145 | $6,333-97.7% | $5,194-97.2% | $10,885-98.7% |