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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,494 | $176,105-77.6% | $159,474-75.2% | $167,536-76.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.27% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,431 | $5,299-54.1% | $4,831-49.7% | $4,839-49.8% |
| Participant deferral / active EE | $3,082 | $7,751-60.2% | $7,353-58.1% | $6,342-51.4% |
| Admin fee / account holder | $233 | $12,559-98.1% | $10,802-97.8% | $12,315-98.1% |