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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,541 | $159,934-85.3% | $147,005-84.0% | $145,959-83.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.56% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,139 | $5,287-59.6% | $4,934-56.7% | $4,661-54.1% |
| Participant deferral / active EE | $3,725 | $8,427-55.8% | $8,070-53.8% | $6,689-44.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |