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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,218 | $111,785-84.6% | $93,669-81.6% | $145,877-88.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 11.41% | 203.79%-192.4pp | 133.59%-122.2pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,054 | $3,096-1.4% | $2,424+26.0% | $4,663-34.5% |
| Participant deferral / active EE | $4,331 | $4,919-12.0% | $4,416-1.9% | $6,691-35.3% |
| Admin fee / account holder | $244 | $10,256-97.6% | $8,291-97.1% | $13,402-98.2% |