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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,429 | $160,028-84.1% | $147,080-82.7% | $145,884-82.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.81% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.0pp |
| Employer contribution / active EE | $2,049 | $5,286-61.2% | $4,933-58.5% | $4,662-56.0% |
| Participant deferral / active EE | $4,007 | $8,422-52.4% | $8,066-50.3% | $6,690-40.1% |
| Admin fee / account holder | $70 | $15,030-99.5% | $12,989-99.5% | $13,392-99.5% |