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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,758 | $176,077-81.4% | $159,455-79.5% | $167,518-80.4% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 22.22% | 331.83%-309.6pp | 263.63%-241.4pp | 478.71%-456.5pp |
| Employer contribution / active EE | $8,280 | $5,298+56.3% | $4,830+71.4% | $4,838+71.1% |
| Participant deferral / active EE | $6,525 | $7,751-15.8% | $7,353-11.3% | $6,342+2.9% |
| Admin fee / account holder | $276 | $12,556-97.8% | $10,800-97.4% | $12,312-97.8% |