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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,910 | $111,787-85.8% | $93,681-83.0% | $145,978-89.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 15.55% | 203.52%-188.0pp | 133.47%-117.9pp | 550.52%-535.0pp |
| Employer contribution / active EE | $2,695 | $3,093-12.9% | $2,422+11.3% | $4,662-42.2% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $52 | $10,256-99.5% | $8,290-99.4% | $13,400-99.6% |