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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,916 | $106,008-83.1% | $92,240-80.6% | $147,586-87.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.21% | 50.05%-31.8pp | 176.29%-158.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,637 | $4,333-62.2% | $3,680-55.5% | $4,876-66.4% |
| Participant deferral / active EE | $2,053 | $4,478-54.2% | $3,897-47.3% | $5,439-62.3% |
| Admin fee / account holder | $86 | $6,333-98.6% | $5,194-98.3% | $10,886-99.2% |