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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,843 | $160,040-79.5% | $147,096-77.7% | $145,877-77.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.07% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,789 | $5,289-28.4% | $4,936-23.2% | $4,663-18.7% |
| Participant deferral / active EE | $5,929 | $8,429-29.7% | $8,071-26.5% | $6,691-11.4% |
| Admin fee / account holder | $251 | $15,050-98.3% | $13,005-98.1% | $13,402-98.1% |