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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,320 | $106,008-79.9% | $92,240-76.9% | $147,586-85.6% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 20.84% | 50.05%-29.2pp | 176.29%-155.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $4,912 | $4,333+13.4% | $3,680+33.5% | $4,876+0.7% |
| Participant deferral / active EE | $11,747 | $4,478+162.3% | $3,897+201.4% | $5,439+116.0% |
| Admin fee / account holder | $218 | $6,333-96.6% | $5,194-95.8% | $10,886-98.0% |