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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,121 | $159,934-68.0% | $147,005-65.2% | $145,959-65.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 11.57% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $3,324 | $5,287-37.1% | $4,934-32.6% | $4,661-28.7% |
| Participant deferral / active EE | $8,893 | $8,427+5.5% | $8,070+10.2% | $6,689+33.0% |
| Admin fee / account holder | $51 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |