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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,743 | $160,070-77.7% | $147,117-75.7% | $145,897-75.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 18.96% | 98.69%-79.7pp | 420.54%-401.6pp | 552.29%-533.3pp |
| Employer contribution / active EE | $2,713 | $5,285-48.7% | $4,932-45.0% | $4,663-41.8% |
| Participant deferral / active EE | $7,994 | $8,419-5.1% | $8,065-0.9% | $6,689+19.5% |
| Admin fee / account holder | $259 | $15,035-98.3% | $12,993-98.0% | $13,390-98.1% |