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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,510 | $126,113-69.5% | $116,096-66.8% | $155,188-75.2% |
| Participation rate | 86.7% | 75.1%+11.5pp | 73.3%+13.3pp | 80.8%+5.9pp |
| Annual return | 299.63% | 391.72%-92.1pp | 326.25%-26.6pp | 148.84%+150.8pp |
| Employer contribution / active EE | $1,905 | $2,672-28.7% | $2,503-23.9% | $4,248-55.2% |
| Participant deferral / active EE | $4,032 | $4,162-3.1% | $3,952+2.0% | $6,531-38.3% |
| Admin fee / account holder | $185 | $8,045-97.7% | $7,704-97.6% | $14,480-98.7% |