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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,472 | $176,120-85.5% | $159,487-84.0% | $167,553-84.8% |
| Participation rate | 95.8% | 85.0%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 16.68% | 331.95%-315.3pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $1,127 | $5,299-78.7% | $4,831-76.7% | $4,840-76.7% |
| Participant deferral / active EE | $5,361 | $7,752-30.8% | $7,354-27.1% | $6,343-15.5% |
| Admin fee / account holder | $48 | $12,561-99.6% | $10,804-99.6% | $12,316-99.6% |