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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,691 | $110,039-76.7% | $97,260-73.6% | $145,884-82.4% |
| Participation rate | 95.7% | 75.9%+19.7pp | 72.7%+23.0pp | 80.3%+15.3pp |
| Annual return | 13.11% | 244.44%-231.3pp | 75.54%-62.4pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,021 | $3,074-34.3% | $2,721-25.7% | $4,662-56.7% |
| Participant deferral / active EE | $2,398 | $4,674-48.7% | $4,262-43.7% | $6,690-64.1% |
| Admin fee / account holder | $258 | $6,204-95.8% | $5,640-95.4% | $13,392-98.1% |