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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,218 | $111,878-84.6% | $93,727-81.6% | $145,897-88.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 11.41% | 204.28%-192.9pp | 133.83%-122.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,054 | $3,092-1.3% | $2,421+26.1% | $4,663-34.5% |
| Participant deferral / active EE | $4,331 | $4,920-12.0% | $4,417-2.0% | $6,689-35.3% |
| Admin fee / account holder | $244 | $10,256-97.6% | $8,292-97.1% | $13,390-98.2% |