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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,398 | $102,422-67.4% | $147,117-77.3% | $80,959-58.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 59.30% | 135.16%-75.9pp | 420.54%-361.2pp | 35.67%+23.6pp |
| Employer contribution / active EE | $3,286 | $3,717-11.6% | $4,932-33.4% | $2,757+19.2% |
| Participant deferral / active EE | $8,197 | $6,652+23.2% | $8,065+1.6% | $4,300+90.6% |
| Admin fee / account holder | $103 | $7,953-98.7% | $12,993-99.2% | $6,925-98.5% |