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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,911 | $159,978-80.7% | $147,041-79.0% | $145,978-78.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 24.24% | 98.36%-74.1pp | 419.21%-395.0pp | 550.52%-526.3pp |
| Employer contribution / active EE | $3,274 | $5,288-38.1% | $4,935-33.6% | $4,662-29.8% |
| Participant deferral / active EE | $3,902 | $8,429-53.7% | $8,071-51.7% | $6,690-41.7% |
| Admin fee / account holder | $41 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |