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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,309 | $167,030-77.7% | $135,768-72.5% | $155,188-76.0% |
| Participation rate | 92.9% | 76.2%+16.7pp | 71.1%+21.8pp | 80.8%+12.1pp |
| Annual return | 19.50% | 678.39%-658.9pp | 526.10%-506.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,347 | $4,132-67.4% | $3,394-60.3% | $4,248-68.3% |
| Participant deferral / active EE | $3,827 | $4,528-15.5% | $3,977-3.8% | $6,531-41.4% |
| Admin fee / account holder | $236 | $8,172-97.1% | $7,048-96.6% | $14,480-98.4% |