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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,980 | $166,268-72.3% | $165,100-72.2% | $145,897-68.5% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 8.83% | 100.52%-91.7pp | 70.21%-61.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,688 | $5,284-68.1% | $4,348-61.2% | $4,663-63.8% |
| Participant deferral / active EE | $5,380 | $6,964-22.7% | $6,035-10.9% | $6,689-19.6% |
| Admin fee / account holder | $129 | $16,659-99.2% | $12,696-99.0% | $13,390-99.0% |