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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,238 | $165,399-84.1% | $149,745-82.5% | $158,982-83.5% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 43.06% | 348.34%-305.3pp | 276.72%-233.7pp | 302.99%-259.9pp |
| Employer contribution / active EE | $3,506 | $5,105-31.3% | $4,646-24.5% | $4,763-26.4% |
| Participant deferral / active EE | $5,168 | $7,183-28.1% | $6,843-24.5% | $5,983-13.6% |
| Admin fee / account holder | $63 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |