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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,712 | $112,121-64.6% | $95,960-58.6% | $158,966-75.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 35.93% | 171.16%-135.2pp | 91.63%-55.7pp | 302.95%-267.0pp |
| Employer contribution / active EE | $11,120 | $3,199+247.6% | $2,541+337.6% | $4,762+133.5% |
| Participant deferral / active EE | $8,165 | $4,784+70.7% | $4,167+96.0% | $5,983+36.5% |
| Admin fee / account holder | $106 | $10,135-99.0% | $6,797-98.4% | $11,250-99.1% |