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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,745 | $160,070-88.3% | $147,117-87.3% | $145,897-87.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 15.45% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,106 | $5,285-41.2% | $4,932-37.0% | $4,663-33.4% |
| Participant deferral / active EE | $3,902 | $8,419-53.7% | $8,065-51.6% | $6,689-41.7% |
| Admin fee / account holder | $78 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |