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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,353 | $165,361-76.8% | $149,715-74.4% | $158,950-75.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 717.34% | 348.24%+369.1pp | 276.66%+440.7pp | 302.91%+414.4pp |
| Employer contribution / active EE | $2,223 | $5,103-56.4% | $4,645-52.1% | $4,762-53.3% |
| Participant deferral / active EE | $8,641 | $7,182+20.3% | $6,842+26.3% | $5,983+44.4% |
| Admin fee / account holder | $240 | $10,808-97.8% | $9,310-97.4% | $11,248-97.9% |