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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,086 | $175,257-85.7% | $149,717-83.2% | $139,456-82.0% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 27.55% | 166.70%-139.2pp | 134.41%-106.9pp | 373.45%-345.9pp |
| Employer contribution / active EE | $1,431 | $5,477-73.9% | $4,820-70.3% | $4,753-69.9% |
| Participant deferral / active EE | $3,585 | $6,521-45.0% | $5,682-36.9% | $6,711-46.6% |
| Admin fee / account holder | $160 | $16,156-99.0% | $13,213-98.8% | $11,407-98.6% |