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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,926 | $175,259-85.8% | $149,723-83.4% | $139,487-82.1% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 21.92% | 166.82%-144.9pp | 134.50%-112.6pp | 373.84%-351.9pp |
| Employer contribution / active EE | $2,009 | $5,478-63.3% | $4,821-58.3% | $4,755-57.7% |
| Participant deferral / active EE | $5,052 | $6,522-22.5% | $5,682-11.1% | $6,713-24.7% |
| Admin fee / account holder | $91 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |