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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,283 | $105,160-64.5% | $94,679-60.6% | $139,456-73.3% |
| Participation rate | 92.3% | 82.4%+9.9pp | 80.8%+11.5pp | 80.3%+12.0pp |
| Annual return | 23.08% | 38.04%-15.0pp | 156.75%-133.7pp | 373.45%-350.4pp |
| Employer contribution / active EE | $1,323 | $4,107-67.8% | $3,673-64.0% | $4,753-72.2% |
| Participant deferral / active EE | $8,968 | $7,599+18.0% | $7,417+20.9% | $6,711+33.6% |
| Admin fee / account holder | $48 | $8,988-99.5% | $7,233-99.3% | $11,407-99.6% |