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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,684 | $160,028-77.1% | $147,080-75.1% | $145,884-74.9% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.5pp |
| Annual return | 15.89% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,347 | $5,286-55.6% | $4,933-52.4% | $4,662-49.7% |
| Participant deferral / active EE | $9,224 | $8,422+9.5% | $8,066+14.3% | $6,690+37.9% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.8% |