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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,302 | $111,785-75.6% | $93,669-70.9% | $145,877-81.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 8.57% | 203.79%-195.2pp | 133.59%-125.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $3,039 | $3,096-1.8% | $2,424+25.4% | $4,663-34.8% |
| Participant deferral / active EE | $8,849 | $4,919+79.9% | $4,416+100.4% | $6,691+32.3% |
| Admin fee / account holder | $134 | $10,256-98.7% | $8,291-98.4% | $13,402-99.0% |