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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,454 | $150,435-77.1% | $120,580-71.4% | $145,897-76.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 72.0%+8.0pp | 80.3%-0.3pp |
| Annual return | 11.80% | 154.60%-142.8pp | 107.48%-95.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,110 | $4,352-51.5% | $3,469-39.2% | $4,663-54.7% |
| Participant deferral / active EE | $2,694 | $6,174-56.4% | $4,995-46.1% | $6,689-59.7% |
| Admin fee / account holder | $204 | $12,182-98.3% | $9,418-97.8% | $13,390-98.5% |