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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,026 | $165,361-83.7% | $149,715-81.9% | $158,950-83.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 96.50% | 348.24%-251.7pp | 276.66%-180.2pp | 302.91%-206.4pp |
| Employer contribution / active EE | $2,304 | $5,103-54.8% | $4,645-50.4% | $4,762-51.6% |
| Participant deferral / active EE | $7,315 | $7,182+1.9% | $6,842+6.9% | $5,983+22.3% |
| Admin fee / account holder | $73 | $10,808-99.3% | $9,310-99.2% | $11,248-99.4% |