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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,173 | $176,105-74.9% | $159,474-72.3% | $167,536-73.6% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 12.95% | 331.91%-319.0pp | 263.68%-250.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,541 | $5,299-70.9% | $4,831-68.1% | $4,839-68.2% |
| Participant deferral / active EE | $6,217 | $7,751-19.8% | $7,353-15.5% | $6,342-2.0% |
| Admin fee / account holder | $226 | $12,559-98.2% | $10,802-97.9% | $12,315-98.2% |