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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,109 | $160,028-77.4% | $147,080-75.4% | $145,884-75.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.49% | 98.60%-82.1pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,841 | $5,286-46.2% | $4,933-42.4% | $4,662-39.1% |
| Participant deferral / active EE | $7,209 | $8,422-14.4% | $8,066-10.6% | $6,690+7.8% |
| Admin fee / account holder | $189 | $15,030-98.7% | $12,989-98.5% | $13,392-98.6% |