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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,247 | $176,105-80.6% | $159,474-78.5% | $167,536-79.6% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 10.48% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $4,208 | $5,299-20.6% | $4,831-12.9% | $4,839-13.0% |
| Participant deferral / active EE | $8,848 | $7,751+14.1% | $7,353+20.3% | $6,342+39.5% |
| Admin fee / account holder | $216 | $12,559-98.3% | $10,802-98.0% | $12,315-98.2% |