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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,730 | $160,040-68.9% | $147,096-66.2% | $145,877-65.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.29% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,337 | $5,289-55.8% | $4,936-52.7% | $4,663-49.9% |
| Participant deferral / active EE | $6,099 | $8,429-27.6% | $8,071-24.4% | $6,691-8.8% |
| Admin fee / account holder | $159 | $15,050-98.9% | $13,005-98.8% | $13,402-98.8% |