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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,247 | $176,077-80.6% | $159,455-78.5% | $167,518-79.6% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 10.48% | 331.83%-321.4pp | 263.63%-253.2pp | 478.71%-468.2pp |
| Employer contribution / active EE | $4,208 | $5,298-20.6% | $4,830-12.9% | $4,838-13.0% |
| Participant deferral / active EE | $8,848 | $7,751+14.1% | $7,353+20.3% | $6,342+39.5% |
| Admin fee / account holder | $216 | $12,556-98.3% | $10,800-98.0% | $12,312-98.2% |