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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,938 | $107,353-70.3% | $92,903-65.6% | $152,885-79.1% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.5%-3.9pp |
| Annual return | 15.27% | 145.62%-130.3pp | 109.43%-94.2pp | 345.39%-330.1pp |
| Employer contribution / active EE | $7,505 | $4,222+77.8% | $3,653+105.4% | $4,763+57.6% |
| Participant deferral / active EE | $2,714 | $4,848-44.0% | $4,238-36.0% | $5,851-53.6% |
| Admin fee / account holder | $172 | $7,081-97.6% | $5,795-97.0% | $11,598-98.5% |