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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,380 | $160,028-79.8% | $147,080-78.0% | $145,884-77.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.51% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.3pp |
| Employer contribution / active EE | $5,747 | $5,286+8.7% | $4,933+16.5% | $4,662+23.3% |
| Participant deferral / active EE | $4,642 | $8,422-44.9% | $8,066-42.4% | $6,690-30.6% |
| Admin fee / account holder | $41 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |