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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,317 | $183,978-79.7% | $162,171-77.0% | $152,885-75.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.27% | 150.78%-136.5pp | 115.60%-101.3pp | 345.39%-331.1pp |
| Employer contribution / active EE | $1,950 | $6,370-69.4% | $5,613-65.3% | $4,763-59.1% |
| Participant deferral / active EE | $3,563 | $8,033-55.6% | $7,297-51.2% | $5,851-39.1% |
| Admin fee / account holder | $194 | $13,122-98.5% | $10,843-98.2% | $11,598-98.3% |