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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,177 | $114,093-75.3% | $96,171-70.7% | $167,536-83.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 18.18% | 190.00%-171.8pp | 192.04%-173.9pp | 478.82%-460.6pp |
| Employer contribution / active EE | $4,126 | $3,429+20.3% | $2,799+47.4% | $4,839-14.7% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $188 | $6,899-97.3% | $5,538-96.6% | $12,315-98.5% |