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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,321 | $111,830-77.4% | $93,696-73.0% | $145,884-82.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 16.60% | 204.08%-187.5pp | 133.74%-117.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,276 | $3,093-26.4% | $2,422-6.0% | $4,662-51.2% |
| Participant deferral / active EE | $4,196 | $4,920-14.7% | $4,417-5.0% | $6,690-37.3% |
| Admin fee / account holder | $243 | $10,249-97.6% | $8,287-97.1% | $13,392-98.2% |