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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,162 | $166,268-72.2% | $165,100-72.0% | $145,897-68.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.96% | 100.52%-88.6pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,602 | $5,284-50.8% | $4,348-40.2% | $4,663-44.2% |
| Participant deferral / active EE | $7,041 | $6,964+1.1% | $6,035+16.7% | $6,689+5.3% |
| Admin fee / account holder | $144 | $16,659-99.1% | $12,696-98.9% | $13,390-98.9% |