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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,370 | $129,737-75.8% | $119,126-73.7% | $154,746-79.7% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 34.06% | 379.08%-345.0pp | 282.11%-248.0pp | 172.34%-138.3pp |
| Employer contribution / active EE | $2,260 | $4,375-48.3% | $4,034-44.0% | $4,379-48.4% |
| Participant deferral / active EE | $8,681 | $5,842+48.6% | $5,318+63.2% | $6,730+29.0% |
| Admin fee / account holder | $167 | $11,961-98.6% | $10,693-98.4% | $14,365-98.8% |