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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,335 | $160,040-78.5% | $147,096-76.7% | $145,877-76.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.66% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,058 | $5,289-61.1% | $4,936-58.3% | $4,663-55.9% |
| Participant deferral / active EE | $6,370 | $8,429-24.4% | $8,071-21.1% | $6,691-4.8% |
| Admin fee / account holder | $174 | $15,050-98.8% | $13,005-98.7% | $13,402-98.7% |