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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,453 | $127,387-79.2% | $115,038-77.0% | $125,389-78.9% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | 145.09% | 31.28%+113.8pp | 26.14%+118.9pp | 282.24%-137.2pp |
| Employer contribution / active EE | $1,737 | $5,166-66.4% | $4,608-62.3% | $4,866-64.3% |
| Participant deferral / active EE | $3,654 | $6,423-43.1% | $6,026-39.4% | $5,352-31.7% |
| Admin fee / account holder | $33 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |