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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,017 | $108,882-70.6% | $96,754-66.9% | $154,746-79.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 27.33% | 98.39%-71.1pp | 82.04%-54.7pp | 172.34%-145.0pp |
| Employer contribution / active EE | $10,045 | $3,018+232.8% | $2,679+274.9% | $4,379+129.4% |
| Participant deferral / active EE | $2,517 | $5,323-52.7% | $4,758-47.1% | $6,730-62.6% |
| Admin fee / account holder | $105 | $10,200-99.0% | $8,905-98.8% | $14,365-99.3% |