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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,121 | $160,070-68.1% | $147,117-65.3% | $145,897-65.0% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 11.57% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,324 | $5,285-37.1% | $4,932-32.6% | $4,663-28.7% |
| Participant deferral / active EE | $8,893 | $8,419+5.6% | $8,065+10.3% | $6,689+32.9% |
| Admin fee / account holder | $51 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |