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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,309 | $154,754-75.9% | $124,206-70.0% | $138,895-73.1% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.6%+23.3pp | 79.9%+12.9pp |
| Annual return | 19.50% | 709.28%-689.8pp | 515.27%-495.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,347 | $4,446-69.7% | $3,540-62.0% | $4,194-67.9% |
| Participant deferral / active EE | $3,827 | $4,621-17.2% | $3,968-3.5% | $6,396-40.2% |
| Admin fee / account holder | $236 | $6,690-96.5% | $5,929-96.0% | $12,562-98.1% |