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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,290 | $198,462-81.7% | $170,439-78.7% | $147,585-75.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.54% | 257.30%-232.8pp | 205.94%-181.4pp | 578.58%-554.0pp |
| Employer contribution / active EE | $3,920 | $6,184-36.6% | $5,433-27.8% | $4,876-19.6% |
| Participant deferral / active EE | $7,380 | $5,629+31.1% | $4,939+49.4% | $5,439+35.7% |
| Admin fee / account holder | $150 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |