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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,928 | $160,040-76.9% | $147,096-74.9% | $145,877-74.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.95% | 98.49%-81.5pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,642 | $5,289-50.1% | $4,936-46.5% | $4,663-43.4% |
| Participant deferral / active EE | $5,148 | $8,429-38.9% | $8,071-36.2% | $6,691-23.1% |
| Admin fee / account holder | $63 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |