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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,378 | $109,967-78.7% | $97,197-75.9% | $145,877-84.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.41% | 244.27%-230.9pp | 75.47%-62.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,033 | $3,077-33.9% | $2,723-25.3% | $4,663-56.4% |
| Participant deferral / active EE | $7,319 | $4,676+56.5% | $4,263+71.7% | $6,691+9.4% |
| Admin fee / account holder | $31 | $6,199-99.5% | $5,637-99.5% | $13,402-99.8% |