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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,471 | $209,422-82.6% | $178,503-79.6% | $158,982-77.1% |
| Participation rate | 90.5% | 86.4%+4.1pp | 81.9%+8.5pp | 82.0%+8.5pp |
| Annual return | 11.71% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.3pp |
| Employer contribution / active EE | $2,348 | $5,707-58.9% | $5,011-53.1% | $4,763-50.7% |
| Participant deferral / active EE | $3,651 | $5,955-38.7% | $5,202-29.8% | $5,983-39.0% |
| Admin fee / account holder | $195 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |