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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,788 | $115,796-83.8% | $101,264-81.4% | $158,950-88.2% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 26.73% | 56.15%-29.4pp | 46.48%-19.7pp | 302.91%-276.2pp |
| Employer contribution / active EE | $1,778 | $4,175-57.4% | $3,660-51.4% | $4,762-62.7% |
| Participant deferral / active EE | $5,177 | $4,958+4.4% | $4,370+18.4% | $5,983-13.5% |
| Admin fee / account holder | $241 | $7,247-96.7% | $5,947-95.9% | $11,248-97.9% |