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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,648 | $160,040-70.2% | $147,096-67.6% | $145,877-67.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $5,240 | $5,289-0.9% | $4,936+6.2% | $4,663+12.4% |
| Participant deferral / active EE | $5,650 | $8,429-33.0% | $8,071-30.0% | $6,691-15.5% |
| Admin fee / account holder | $230 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |