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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,616 | $198,457-80.5% | $170,435-77.3% | $147,586-73.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.80% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $4,488 | $6,183-27.4% | $5,432-17.4% | $4,876-8.0% |
| Participant deferral / active EE | $4,677 | $5,629-16.9% | $4,939-5.3% | $5,439-14.0% |
| Admin fee / account holder | $233 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |