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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,537 | $157,304-79.3% | $141,197-77.0% | $152,909-78.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 35.36% | 64.34%-29.0pp | 71.41%-36.0pp | 345.46%-310.1pp |
| Employer contribution / active EE | $1,702 | $5,263-67.7% | $4,736-64.1% | $4,764-64.3% |
| Participant deferral / active EE | $9,754 | $7,111+37.2% | $6,710+45.4% | $5,851+66.7% |
| Admin fee / account holder | $57 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |