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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,463 | $100,911-64.9% | $90,440-60.8% | $158,966-77.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 21.67% | 1726.62%-1704.9pp | 1294.38%-1272.7pp | 302.95%-281.3pp |
| Employer contribution / active EE | $1,569 | $3,690-57.5% | $3,263-51.9% | $4,762-67.1% |
| Participant deferral / active EE | $5,280 | $4,348+21.4% | $3,964+33.2% | $5,983-11.8% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |