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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,983 | $115,810-78.4% | $101,271-75.3% | $158,966-84.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 89.30% | 56.15%+33.1pp | 46.48%+42.8pp | 302.95%-213.7pp |
| Employer contribution / active EE | $2,211 | $4,175-47.0% | $3,660-39.6% | $4,762-53.6% |
| Participant deferral / active EE | $5,528 | $4,958+11.5% | $4,371+26.5% | $5,983-7.6% |
| Admin fee / account holder | $245 | $7,248-96.6% | $5,948-95.9% | $11,250-97.8% |