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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,154 | $149,040-80.4% | $120,225-75.8% | $137,256-78.8% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 21.18% | 605.68%-584.5pp | 439.23%-418.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,467 | $4,350-20.3% | $3,475-0.2% | $4,156-16.6% |
| Participant deferral / active EE | $3,976 | $4,655-14.6% | $3,999-0.6% | $6,407-37.9% |
| Admin fee / account holder | $48 | $6,348-99.2% | $5,696-99.2% | $12,270-99.6% |