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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,951 | $166,268-78.4% | $165,100-78.2% | $145,897-75.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 19.62% | 100.52%-80.9pp | 70.21%-50.6pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,312 | $5,284-56.2% | $4,348-46.8% | $4,663-50.4% |
| Participant deferral / active EE | $7,978 | $6,964+14.6% | $6,035+32.2% | $6,689+19.3% |
| Admin fee / account holder | $56 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |