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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,180 | $176,077-83.4% | $159,455-81.7% | $167,518-82.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.62% | 331.83%-315.2pp | 263.63%-247.0pp | 478.71%-462.1pp |
| Employer contribution / active EE | $5,220 | $5,298-1.5% | $4,830+8.1% | $4,838+7.9% |
| Participant deferral / active EE | $8,257 | $7,751+6.5% | $7,353+12.3% | $6,342+30.2% |
| Admin fee / account holder | $15 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |