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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,958 | $160,040-85.7% | $147,096-84.4% | $145,877-84.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 27.15% | 98.49%-71.3pp | 419.75%-392.6pp | 551.28%-524.1pp |
| Employer contribution / active EE | $5,124 | $5,289-3.1% | $4,936+3.8% | $4,663+9.9% |
| Participant deferral / active EE | $4,529 | $8,429-46.3% | $8,071-43.9% | $6,691-32.3% |
| Admin fee / account holder | $119 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |