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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,109 | $159,934-77.4% | $147,005-75.4% | $145,959-75.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.49% | 98.24%-81.8pp | 418.76%-402.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,841 | $5,287-46.3% | $4,934-42.4% | $4,661-39.0% |
| Participant deferral / active EE | $7,209 | $8,427-14.5% | $8,070-10.7% | $6,689+7.8% |
| Admin fee / account holder | $189 | $15,053-98.7% | $13,006-98.5% | $13,398-98.6% |