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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,135 | $176,120-72.7% | $159,487-69.8% | $167,553-71.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.86% | 331.95%-319.1pp | 263.71%-250.9pp | 478.89%-466.0pp |
| Employer contribution / active EE | $4,082 | $5,299-23.0% | $4,831-15.5% | $4,840-15.6% |
| Participant deferral / active EE | $9,180 | $7,752+18.4% | $7,354+24.8% | $6,343+44.7% |
| Admin fee / account holder | $221 | $12,561-98.2% | $10,804-98.0% | $12,316-98.2% |