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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,792 | $100,911-66.5% | $90,440-62.6% | $158,966-78.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 19.61% | 1726.62%-1707.0pp | 1294.38%-1274.8pp | 302.95%-283.3pp |
| Employer contribution / active EE | $2,184 | $3,690-40.8% | $3,263-33.1% | $4,762-54.2% |
| Participant deferral / active EE | $5,657 | $4,348+30.1% | $3,964+42.7% | $5,983-5.5% |
| Admin fee / account holder | $4 | $6,507-99.9% | $5,615-99.9% | $11,250-100.0% |