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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,788 | $129,737-81.7% | $119,126-80.0% | $154,746-84.6% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 23.04% | 379.08%-356.0pp | 282.11%-259.1pp | 172.34%-149.3pp |
| Employer contribution / active EE | $2,015 | $4,375-53.9% | $4,034-50.0% | $4,379-54.0% |
| Participant deferral / active EE | $3,351 | $5,842-42.6% | $5,318-37.0% | $6,730-50.2% |
| Admin fee / account holder | $41 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |