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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,209 | $159,934-83.0% | $147,005-81.5% | $145,959-81.4% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 15.45% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $4,777 | $5,287-9.7% | $4,934-3.2% | $4,661+2.5% |
| Participant deferral / active EE | $6,296 | $8,427-25.3% | $8,070-22.0% | $6,689-5.9% |
| Admin fee / account holder | $265 | $15,053-98.2% | $13,006-98.0% | $13,398-98.0% |