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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,371 | $148,629-70.1% | $135,982-67.4% | $139,487-68.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 120.30% | 79.33%+41.0pp | 68.32%+52.0pp | 373.84%-253.5pp |
| Employer contribution / active EE | $5,368 | $5,247+2.3% | $4,859+10.5% | $4,755+12.9% |
| Participant deferral / active EE | $11,084 | $8,102+36.8% | $7,760+42.8% | $6,713+65.1% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |