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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,417 | $157,296-77.5% | $141,191-74.9% | $152,897-76.8% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 29.80% | 64.34%-34.5pp | 71.41%-41.6pp | 345.43%-315.6pp |
| Employer contribution / active EE | $4,349 | $5,262-17.4% | $4,736-8.2% | $4,764-8.7% |
| Participant deferral / active EE | $5,926 | $7,111-16.7% | $6,710-11.7% | $5,851+1.3% |
| Admin fee / account holder | $37 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |