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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,983 | $105,160-66.7% | $94,679-63.1% | $139,456-74.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 23.10% | 38.04%-14.9pp | 156.75%-133.7pp | 373.45%-350.3pp |
| Employer contribution / active EE | $3,226 | $4,107-21.5% | $3,673-12.2% | $4,753-32.1% |
| Participant deferral / active EE | $10,246 | $7,599+34.8% | $7,417+38.1% | $6,711+52.7% |
| Admin fee / account holder | $46 | $8,988-99.5% | $7,233-99.4% | $11,407-99.6% |