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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,518 | $198,457-82.6% | $170,435-79.7% | $147,586-76.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.58% | 257.30%-236.7pp | 205.94%-185.4pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,461 | $6,183-76.4% | $5,432-73.1% | $4,876-70.0% |
| Participant deferral / active EE | $8,343 | $5,629+48.2% | $4,939+68.9% | $5,439+53.4% |
| Admin fee / account holder | $211 | $16,852-98.7% | $13,881-98.5% | $10,886-98.1% |