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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,635 | $160,028-80.2% | $147,080-78.5% | $145,884-78.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.78% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,401 | $5,286-54.6% | $4,933-51.3% | $4,662-48.5% |
| Participant deferral / active EE | $8,491 | $8,422+0.8% | $8,066+5.3% | $6,690+26.9% |
| Admin fee / account holder | $154 | $15,030-99.0% | $12,989-98.8% | $13,392-98.9% |