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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,020 | $160,028-43.1% | $147,080-38.1% | $145,884-37.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 10.99% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $3,007 | $5,286-43.1% | $4,933-39.0% | $4,662-35.5% |
| Participant deferral / active EE | $4,844 | $8,422-42.5% | $8,066-40.0% | $6,690-27.6% |
| Admin fee / account holder | $60 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |