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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,247 | $114,073-71.7% | $96,161-66.5% | $167,518-80.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 11.92% | 189.95%-178.0pp | 192.01%-180.1pp | 478.71%-466.8pp |
| Employer contribution / active EE | $1,451 | $3,428-57.7% | $2,798-48.1% | $4,838-70.0% |
| Participant deferral / active EE | $5,282 | $5,195+1.7% | $4,349+21.4% | $6,342-16.7% |
| Admin fee / account holder | $8 | $6,899-99.9% | $5,538-99.9% | $12,312-99.9% |