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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,822 | $107,941-77.0% | $91,994-73.0% | $152,909-83.8% |
| Participation rate | 93.3% | 81.2%+12.1pp | 78.6%+14.7pp | 82.5%+10.9pp |
| Annual return | 24.98% | 89.28%-64.3pp | 69.04%-44.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $3,135 | $4,212-25.6% | $3,453-9.2% | $4,764-34.2% |
| Participant deferral / active EE | $5,559 | $6,366-12.7% | $5,924-6.2% | $5,851-5.0% |
| Admin fee / account holder | $279 | $10,521-97.4% | $7,744-96.4% | $11,601-97.6% |