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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,312 | $176,105-74.8% | $159,474-72.2% | $167,536-73.6% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.05% | 331.91%-316.9pp | 263.68%-248.6pp | 478.82%-463.8pp |
| Employer contribution / active EE | $3,860 | $5,299-27.1% | $4,831-20.1% | $4,839-20.2% |
| Participant deferral / active EE | $12,224 | $7,751+57.7% | $7,353+66.2% | $6,342+92.7% |
| Admin fee / account holder | $193 | $12,559-98.5% | $10,802-98.2% | $12,315-98.4% |