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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,542 | $160,040-74.7% | $147,096-72.4% | $145,877-72.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.70% | 98.49%-77.8pp | 419.75%-399.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $2,226 | $5,289-57.9% | $4,936-54.9% | $4,663-52.3% |
| Participant deferral / active EE | $4,642 | $8,429-44.9% | $8,071-42.5% | $6,691-30.6% |
| Admin fee / account holder | $185 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |