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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,046 | $121,701-76.1% | $104,639-72.2% | $158,982-81.7% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 19.39% | 465.72%-446.3pp | 340.67%-321.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $1,093 | $3,165-65.5% | $2,682-59.3% | $4,763-77.1% |
| Participant deferral / active EE | $5,439 | $4,176+30.3% | $3,738+45.5% | $5,983-9.1% |
| Admin fee / account holder | $47 | $7,778-99.4% | $6,465-99.3% | $11,252-99.6% |