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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,756 | $175,259-82.5% | $149,723-79.5% | $139,487-78.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.65% | 166.82%-148.2pp | 134.50%-115.8pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,745 | $5,478-68.2% | $4,821-63.8% | $4,755-63.3% |
| Participant deferral / active EE | $3,772 | $6,522-42.2% | $5,682-33.6% | $6,713-43.8% |
| Admin fee / account holder | $18 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |