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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,717 | $160,028-72.7% | $147,080-70.3% | $145,884-70.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.35% | 98.60%-84.2pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,281 | $5,286-37.9% | $4,933-33.5% | $4,662-29.6% |
| Participant deferral / active EE | $9,022 | $8,422+7.1% | $8,066+11.8% | $6,690+34.9% |
| Admin fee / account holder | $251 | $15,030-98.3% | $12,989-98.1% | $13,392-98.1% |