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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,306 | $165,399-81.7% | $149,745-79.8% | $158,982-80.9% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 30.60% | 348.34%-317.7pp | 276.72%-246.1pp | 302.99%-272.4pp |
| Employer contribution / active EE | $3,117 | $5,105-38.9% | $4,646-32.9% | $4,763-34.6% |
| Participant deferral / active EE | $5,249 | $7,183-26.9% | $6,843-23.3% | $5,983-12.3% |
| Admin fee / account holder | $215 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |