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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,464 | $160,028-81.0% | $147,080-79.3% | $145,884-79.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 23.04% | 98.60%-75.6pp | 420.17%-397.1pp | 551.85%-528.8pp |
| Employer contribution / active EE | $3,217 | $5,286-39.1% | $4,933-34.8% | $4,662-31.0% |
| Participant deferral / active EE | $8,320 | $8,422-1.2% | $8,066+3.1% | $6,690+24.4% |
| Admin fee / account holder | $62 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |