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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,904 | $160,070-78.2% | $147,117-76.3% | $145,897-76.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.77% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,938 | $5,285-63.3% | $4,932-60.7% | $4,663-58.4% |
| Participant deferral / active EE | $5,079 | $8,419-39.7% | $8,065-37.0% | $6,689-24.1% |
| Admin fee / account holder | $69 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |