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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,289 | $150,435-81.9% | $120,580-77.4% | $145,897-81.3% |
| Participation rate | 70.0% | 78.8%-8.8pp | 72.0%-2.0pp | 80.3%-10.3pp |
| Annual return | 12.02% | 154.60%-142.6pp | 107.48%-95.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,077 | $4,352-52.3% | $3,469-40.1% | $4,663-55.5% |
| Participant deferral / active EE | $2,043 | $6,174-66.9% | $4,995-59.1% | $6,689-69.5% |
| Admin fee / account holder | $196 | $12,182-98.4% | $9,418-97.9% | $13,390-98.5% |