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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,760 | $100,895-64.6% | $90,430-60.5% | $158,950-77.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 25.51% | 1725.54%-1700.0pp | 1293.73%-1268.2pp | 302.91%-277.4pp |
| Employer contribution / active EE | $2,356 | $3,689-36.1% | $3,262-27.8% | $4,762-50.5% |
| Participant deferral / active EE | $4,989 | $4,347+14.8% | $3,963+25.9% | $5,983-16.6% |
| Admin fee / account holder | $36 | $6,505-99.5% | $5,613-99.4% | $11,248-99.7% |