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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,299 | $175,231-86.7% | $149,696-84.4% | $139,466-83.3% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 10.96% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,297 | $5,478-76.3% | $4,821-73.1% | $4,754-72.7% |
| Participant deferral / active EE | $4,557 | $6,521-30.1% | $5,682-19.8% | $6,712-32.1% |
| Admin fee / account holder | $125 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |