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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,489 | $160,028-75.3% | $147,080-73.2% | $145,884-72.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.49% | 98.60%-88.1pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,141 | $5,286-59.5% | $4,933-56.6% | $4,662-54.1% |
| Participant deferral / active EE | $5,284 | $8,422-37.3% | $8,066-34.5% | $6,690-21.0% |
| Admin fee / account holder | $219 | $15,030-98.5% | $12,989-98.3% | $13,392-98.4% |