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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,494 | $111,535-72.7% | $105,223-71.0% | $137,256-77.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.35% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,667 | $3,939-57.7% | $3,689-54.8% | $4,156-59.9% |
| Participant deferral / active EE | $1,831 | $5,500-66.7% | $5,072-63.9% | $6,407-71.4% |
| Admin fee / account holder | $236 | $9,721-97.6% | $8,859-97.3% | $12,270-98.1% |