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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,014 | $105,145-71.5% | $94,664-68.3% | $139,466-78.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 32.34% | 38.09%-5.7pp | 156.84%-124.5pp | 373.66%-341.3pp |
| Employer contribution / active EE | $5,359 | $4,107+30.5% | $3,673+45.9% | $4,754+12.7% |
| Participant deferral / active EE | $6,834 | $7,599-10.1% | $7,417-7.9% | $6,712+1.8% |
| Admin fee / account holder | $202 | $8,972-97.8% | $7,222-97.2% | $11,409-98.2% |