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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,389 | $157,304-85.8% | $141,197-84.1% | $152,909-85.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 44.83% | 64.34%-19.5pp | 71.41%-26.6pp | 345.46%-300.6pp |
| Employer contribution / active EE | $4,732 | $5,263-10.1% | $4,736-0.1% | $4,764-0.7% |
| Participant deferral / active EE | $5,774 | $7,111-18.8% | $6,710-14.0% | $5,851-1.3% |
| Admin fee / account holder | $135 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |