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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,410 | $166,020-78.1% | $164,866-77.9% | $145,959-75.1% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 9.41% | 100.08%-90.7pp | 69.97%-60.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,097 | $5,275-60.2% | $4,343-51.7% | $4,661-55.0% |
| Participant deferral / active EE | $5,037 | $6,961-27.6% | $6,033-16.5% | $6,689-24.7% |
| Admin fee / account holder | $252 | $16,644-98.5% | $12,689-98.0% | $13,398-98.1% |