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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,763 | $160,070-83.9% | $147,117-82.5% | $145,897-82.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.32% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,158 | $5,285-40.2% | $4,932-36.0% | $4,663-32.3% |
| Participant deferral / active EE | $3,668 | $8,419-56.4% | $8,065-54.5% | $6,689-45.2% |
| Admin fee / account holder | $231 | $15,035-98.5% | $12,993-98.2% | $13,390-98.3% |