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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,638 | $198,457-81.5% | $170,435-78.5% | $147,586-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.62% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $3,477 | $6,183-43.8% | $5,432-36.0% | $4,876-28.7% |
| Participant deferral / active EE | $3,161 | $5,629-43.9% | $4,939-36.0% | $5,439-41.9% |
| Admin fee / account holder | $171 | $16,852-99.0% | $13,881-98.8% | $10,886-98.4% |