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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,410 | $166,268-78.1% | $165,100-77.9% | $145,897-75.0% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 9.41% | 100.52%-91.1pp | 70.21%-60.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,097 | $5,284-60.3% | $4,348-51.8% | $4,663-55.0% |
| Participant deferral / active EE | $5,037 | $6,964-27.7% | $6,035-16.5% | $6,689-24.7% |
| Admin fee / account holder | $252 | $16,659-98.5% | $12,696-98.0% | $13,390-98.1% |