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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,385 | $198,457-83.2% | $170,435-80.4% | $147,586-77.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.49% | 257.30%-244.8pp | 205.94%-193.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,850 | $6,183-70.1% | $5,432-65.9% | $4,876-62.1% |
| Participant deferral / active EE | $3,677 | $5,629-34.7% | $4,939-25.6% | $5,439-32.4% |
| Admin fee / account holder | $197 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |