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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,952 | $106,005-68.9% | $92,239-64.3% | $147,585-77.7% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 25.87% | 50.05%-24.2pp | 176.29%-150.4pp | 578.58%-552.7pp |
| Employer contribution / active EE | $2,627 | $4,333-39.4% | $3,680-28.6% | $4,876-46.1% |
| Participant deferral / active EE | $4,676 | $4,478+4.4% | $3,897+20.0% | $5,439-14.0% |
| Admin fee / account holder | $243 | $6,333-96.2% | $5,194-95.3% | $10,886-97.8% |