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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,464 | $160,040-81.0% | $147,096-79.3% | $145,877-79.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 23.04% | 98.49%-75.5pp | 419.75%-396.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $3,217 | $5,289-39.2% | $4,936-34.8% | $4,663-31.0% |
| Participant deferral / active EE | $8,320 | $8,429-1.3% | $8,071+3.1% | $6,691+24.4% |
| Admin fee / account holder | $62 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |