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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,283 | $105,145-64.5% | $94,664-60.6% | $139,466-73.3% |
| Participation rate | 92.3% | 82.4%+9.9pp | 80.8%+11.5pp | 80.3%+12.0pp |
| Annual return | 23.08% | 38.09%-15.0pp | 156.84%-133.8pp | 373.66%-350.6pp |
| Employer contribution / active EE | $1,323 | $4,107-67.8% | $3,673-64.0% | $4,754-72.2% |
| Participant deferral / active EE | $8,968 | $7,599+18.0% | $7,417+20.9% | $6,712+33.6% |
| Admin fee / account holder | $48 | $8,972-99.5% | $7,222-99.3% | $11,409-99.6% |