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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,627 | $121,701-65.8% | $104,639-60.2% | $158,982-73.8% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 28.16% | 465.72%-437.6pp | 340.67%-312.5pp | 302.99%-274.8pp |
| Employer contribution / active EE | $1,062 | $3,165-66.4% | $2,682-60.4% | $4,763-77.7% |
| Participant deferral / active EE | $8,185 | $4,176+96.0% | $3,738+119.0% | $5,983+36.8% |
| Admin fee / account holder | $123 | $7,778-98.4% | $6,465-98.1% | $11,252-98.9% |