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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,123 | $209,425-84.7% | $178,499-82.0% | $158,966-79.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.02% | 188.80%-169.8pp | 151.10%-132.1pp | 302.95%-283.9pp |
| Employer contribution / active EE | $2,606 | $5,707-54.3% | $5,011-48.0% | $4,762-45.3% |
| Participant deferral / active EE | $3,743 | $5,955-37.2% | $5,202-28.1% | $5,983-37.4% |
| Admin fee / account holder | $274 | $17,078-98.4% | $13,986-98.0% | $11,250-97.6% |