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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,308 | $107,941-79.3% | $91,994-75.8% | $152,897-85.4% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.5%+7.5pp |
| Annual return | 26.63% | 89.28%-62.7pp | 69.04%-42.4pp | 345.43%-318.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,074 | $6,366-36.0% | $5,924-31.2% | $5,851-30.4% |
| Admin fee / account holder | $188 | $10,521-98.2% | $7,744-97.6% | $11,599-98.4% |