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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,760 | $107,363-64.8% | $92,909-59.4% | $152,897-75.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 39.11% | 145.63%-106.5pp | 109.44%-70.3pp | 345.43%-306.3pp |
| Employer contribution / active EE | $2,084 | $4,222-50.6% | $3,653-42.9% | $4,764-56.2% |
| Participant deferral / active EE | $8,705 | $4,848+79.6% | $4,238+105.4% | $5,851+48.8% |
| Admin fee / account holder | $158 | $7,082-97.8% | $5,795-97.3% | $11,599-98.6% |