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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,340 | $144,130-60.9% | $117,861-52.2% | $147,586-61.8% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 20.63% | 531.20%-510.6pp | 335.11%-314.5pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,812 | $4,897-63.0% | $3,786-52.1% | $4,876-62.8% |
| Participant deferral / active EE | $7,628 | $5,316+43.5% | $4,482+70.2% | $5,439+40.3% |
| Admin fee / account holder | $199 | $10,887-98.2% | $8,021-97.5% | $10,886-98.2% |