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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,410 | $166,089-78.1% | $164,928-77.9% | $145,978-75.1% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 9.41% | 100.26%-90.8pp | 70.08%-60.7pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,097 | $5,276-60.2% | $4,343-51.7% | $4,662-55.0% |
| Participant deferral / active EE | $5,037 | $6,961-27.6% | $6,034-16.5% | $6,690-24.7% |
| Admin fee / account holder | $252 | $16,641-98.5% | $12,684-98.0% | $13,400-98.1% |