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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,189 | $160,040-86.1% | $147,096-84.9% | $145,877-84.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 23.73% | 98.49%-74.8pp | 419.75%-396.0pp | 551.28%-527.5pp |
| Employer contribution / active EE | $2,727 | $5,289-48.4% | $4,936-44.8% | $4,663-41.5% |
| Participant deferral / active EE | $5,451 | $8,429-35.3% | $8,071-32.5% | $6,691-18.5% |
| Admin fee / account holder | $238 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |