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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,103 | $157,296-85.9% | $141,191-84.3% | $152,897-85.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 30.28% | 64.34%-34.1pp | 71.41%-41.1pp | 345.43%-315.1pp |
| Employer contribution / active EE | $3,260 | $5,262-38.1% | $4,736-31.2% | $4,764-31.6% |
| Participant deferral / active EE | $6,891 | $7,111-3.1% | $6,710+2.7% | $5,851+17.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |