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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,888 | $160,028-76.9% | $147,080-74.9% | $145,884-74.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 21.93% | 98.60%-76.7pp | 420.17%-398.2pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,736 | $5,286-67.2% | $4,933-64.8% | $4,662-62.8% |
| Participant deferral / active EE | $3,230 | $8,422-61.6% | $8,066-60.0% | $6,690-51.7% |
| Admin fee / account holder | $25 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |