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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,121 | $160,040-68.1% | $147,096-65.2% | $145,877-65.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 11.57% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,324 | $5,289-37.2% | $4,936-32.7% | $4,663-28.7% |
| Participant deferral / active EE | $8,893 | $8,429+5.5% | $8,071+10.2% | $6,691+32.9% |
| Admin fee / account holder | $51 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |