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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,094 | $209,428-81.8% | $178,498-78.7% | $158,950-76.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.14% | 188.78%-173.6pp | 151.09%-136.0pp | 302.91%-287.8pp |
| Employer contribution / active EE | $2,210 | $5,707-61.3% | $5,011-55.9% | $4,762-53.6% |
| Participant deferral / active EE | $4,833 | $5,955-18.8% | $5,202-7.1% | $5,983-19.2% |
| Admin fee / account holder | $140 | $17,077-99.2% | $13,985-99.0% | $11,248-98.8% |