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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,247 | $159,934-71.7% | $147,005-69.2% | $145,959-69.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 14.11% | 98.24%-84.1pp | 418.76%-404.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,329 | $5,287-74.9% | $4,934-73.1% | $4,661-71.5% |
| Participant deferral / active EE | $6,922 | $8,427-17.9% | $8,070-14.2% | $6,689+3.5% |
| Admin fee / account holder | $3 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |