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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,109 | $160,040-77.4% | $147,096-75.5% | $145,877-75.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.49% | 98.49%-82.0pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,841 | $5,289-46.3% | $4,936-42.4% | $4,663-39.1% |
| Participant deferral / active EE | $7,209 | $8,429-14.5% | $8,071-10.7% | $6,691+7.8% |
| Admin fee / account holder | $189 | $15,050-98.7% | $13,005-98.5% | $13,402-98.6% |