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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,510 | $102,938-62.6% | $94,105-59.1% | $138,895-72.3% |
| Participation rate | 86.7% | 74.6%+12.0pp | 71.9%+14.7pp | 79.9%+6.7pp |
| Annual return | 299.63% | 250.28%+49.3pp | 204.55%+95.1pp | 145.39%+154.2pp |
| Employer contribution / active EE | $1,905 | $2,732-30.3% | $2,504-23.9% | $4,194-54.6% |
| Participant deferral / active EE | $4,032 | $4,196-3.9% | $3,881+3.9% | $6,396-37.0% |
| Admin fee / account holder | $185 | $6,600-97.2% | $6,199-97.0% | $12,562-98.5% |