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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,212 | $160,028-29.9% | $147,080-23.7% | $145,884-23.1% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 13.41% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,914 | $5,286-63.8% | $4,933-61.2% | $4,662-58.9% |
| Participant deferral / active EE | $5,933 | $8,422-29.6% | $8,066-26.5% | $6,690-11.3% |
| Admin fee / account holder | $40 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |