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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,387 | $110,039-84.2% | $97,260-82.1% | $145,884-88.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 21.61% | 244.44%-222.8pp | 75.54%-53.9pp | 551.85%-530.2pp |
| Employer contribution / active EE | $7,840 | $3,074+155.0% | $2,721+188.1% | $4,662+68.2% |
| Participant deferral / active EE | $5,424 | $4,674+16.1% | $4,262+27.3% | $6,690-18.9% |
| Admin fee / account holder | $171 | $6,204-97.2% | $5,640-97.0% | $13,392-98.7% |