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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,978 | $160,070-68.2% | $147,117-65.3% | $145,897-65.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 13.25% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,905 | $5,285-45.0% | $4,932-41.1% | $4,663-37.7% |
| Participant deferral / active EE | $5,269 | $8,419-37.4% | $8,065-34.7% | $6,689-21.2% |
| Admin fee / account holder | $84 | $15,035-99.4% | $12,993-99.4% | $13,390-99.4% |