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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,896 | $160,070-83.8% | $147,117-82.4% | $145,897-82.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 10.12% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,230 | $5,285-38.9% | $4,932-34.5% | $4,663-30.7% |
| Participant deferral / active EE | $4,936 | $8,419-41.4% | $8,065-38.8% | $6,689-26.2% |
| Admin fee / account holder | $212 | $15,035-98.6% | $12,993-98.4% | $13,390-98.4% |