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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,958 | $160,070-85.7% | $147,117-84.4% | $145,897-84.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 27.15% | 98.69%-71.5pp | 420.54%-393.4pp | 552.29%-525.1pp |
| Employer contribution / active EE | $5,124 | $5,285-3.0% | $4,932+3.9% | $4,663+9.9% |
| Participant deferral / active EE | $4,529 | $8,419-46.2% | $8,065-43.8% | $6,689-32.3% |
| Admin fee / account holder | $119 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |