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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,977 | $112,121-68.8% | $95,960-63.6% | $158,966-78.0% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 30.88% | 171.16%-140.3pp | 91.63%-60.8pp | 302.95%-272.1pp |
| Employer contribution / active EE | $2,002 | $3,199-37.4% | $2,541-21.2% | $4,762-58.0% |
| Participant deferral / active EE | $3,638 | $4,784-24.0% | $4,167-12.7% | $5,983-39.2% |
| Admin fee / account holder | $31 | $10,135-99.7% | $6,797-99.5% | $11,250-99.7% |