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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,672 | $185,883-81.3% | $170,043-79.6% | $139,466-75.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 34.92% | 60.54%-25.6pp | 53.40%-18.5pp | 373.66%-338.7pp |
| Employer contribution / active EE | $3,732 | $7,596-50.9% | $6,790-45.0% | $4,754-21.5% |
| Participant deferral / active EE | $9,011 | $11,626-22.5% | $10,410-13.4% | $6,712+34.3% |
| Admin fee / account holder | $152 | $15,393-99.0% | $12,824-98.8% | $11,409-98.7% |