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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,587 | $160,028-75.3% | $147,080-73.1% | $145,884-72.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.78% | 98.60%-80.8pp | 420.17%-402.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,878 | $5,286-45.5% | $4,933-41.7% | $4,662-38.3% |
| Participant deferral / active EE | $4,974 | $8,422-40.9% | $8,066-38.3% | $6,690-25.6% |
| Admin fee / account holder | $282 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |