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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,871 | $81,643-79.3% | $70,462-76.1% | $158,950-89.4% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 35.39% | 208.51%-173.1pp | 109.08%-73.7pp | 302.91%-267.5pp |
| Employer contribution / active EE | $3,705 | $3,218+15.2% | $2,737+35.4% | $4,762-22.2% |
| Participant deferral / active EE | $3,176 | $4,555-30.3% | $3,710-14.4% | $5,983-46.9% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |