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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,033 | $112,933-73.4% | $90,970-67.0% | $158,982-81.1% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 20.62% | 215.82%-195.2pp | 134.60%-114.0pp | 302.99%-282.4pp |
| Employer contribution / active EE | $872 | $2,893-69.9% | $2,122-58.9% | $4,763-81.7% |
| Participant deferral / active EE | $1,428 | $4,128-65.4% | $3,373-57.7% | $5,983-76.1% |
| Admin fee / account holder | $128 | $8,047-98.4% | $5,961-97.8% | $11,252-98.9% |